

At the Money: Building A Concentrated Portfolio
6 snips May 8, 2024
Andrew Slimmon, Managing Director at Morgan Stanley Investment Management, discusses the advantages of concentrated portfolios. He emphasizes the importance of truly active funds that differ from their benchmarks. The podcast explores the benefits of focused stock selection, impact of sector diversification, and balancing active management with passive indexing.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Exploring the Advantages of a Concentrated Portfolio for Superior Returns
01:57 • 2min
Factors Affecting Correlation in Portfolio Building
04:09 • 4min
Navigating Concentrated Portfolios and Global Investing Strategies
08:38 • 3min
Balancing Active Management and Passive Indexing in a Concentrated Portfolio
11:09 • 3min