The power of concentration
Capital Ideas Podcast
00:00
How to Position Your Portfolios in a Dynamic Environment
I try to take a 10-year view when I'm presented with that type of opportunities. When I've identified these long-term trends or gems, my hope is to really invest in these companies for at least a decade if not maybe even a career. Then the second group would be those companies that are providing a role in the portfolio. They pay high dividends that they grow over time and ultimately bring an element of stability across our growth and income funds.
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