The benefits of greater concentration

The benefits of greater concentration

🕔01:01, 14.May 2022

The long-held view that stock-based diversification is a good way to minimize risk in an actively managed fund has led to an increase in portfolios that may hold too many securities. Portfolios with 100 stocks, or more, can dilute the

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Diversification: What matters for investors?

Diversification: What matters for investors?

🕔00:57, 14.May 2022

Diversification is considered a core tenet of finance. However, if diversification is not done properly investors can find themselves surprised by ineffective portfolio positioning. We believe a factor approach supports true diversification by helping better understand underlying risk exposures and

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