Marwyn Value Investors

Too much of a good thing can be bad for you…

Too much of a good thing can be bad for you…

2 mins. to read

…The funds with the largest exposure to an individual company I have written before about the superior performance of concentrated funds, but it is possible to take it too far. If a manager invests an overly large proportion of his portfolio in one particular company it could leave investors exposed to a significant level of…

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