Capital Ideas Investing Podcast

The power of concentration

Jun 8, 2023

34:04

Creator website

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Episode notes

Introduction

2min

Themes for Equity Investing

4min

How to Position Your Portfolios in a Dynamic Environment

5min

The Importance of Bottoms-Up Fundamental Investors

3min

The Characteristics of an Investor's Investment Style

5min

The Importance of Partnerships With Analysts in Investing

2min

The Importance of Collaboration in the Investment Management Industry

5min

The Importance of Waiting and Conviction in Investing

5min

Capital Ideas: A Podcast for Investors

4min

How can you have concentration and diversification in the same investment portfolio? Listen and find out in this fascinating discussion with Capital Group portfolio manager Martin Jacobs.

Related resources: 10 investment themes for 2023

This content is published by Capital Client Group, Inc.

For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.

The Capital Ideas website is not intended for use outside the U.S. In Canada, visit capitalgroup.com/ca for Capital Group insights.

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Capital Ideas Investing Podcast

The power of concentration

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Save anymoment

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