34 insights found.
Unconventional Wisdom - Concentrated Portfolios
Studies have shown that concentrated portfolios, those with generally fewer than 25 holdings, do not have a higher risk profile and that limiting a portfolio to just high-conviction "best ideas" may provide meaningful performance advantages over time.Download the Whitepaper
CIO Roundtable: 2017 Mid-Year Review
Our team of tenured Portfolio Managers shares their insights on what's ahead for investors. They provide opinions on the direction of the stock market and interest rates, potential impact of Trump administration policies, hidden earnings power in the U.S. economy, and where they believe investment opportunities exist today.Read the Commentary