{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Gaining Perspective","title":"Where a Top Manager Finds Value Outside the U.S.","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/cd352e5a\"></iframe>","width":"100%","height":180,"duration":1725,"description":"Investors are taught that highly concentrated portfolios mean taking on more risk, but that is not always the case. In some cases, the perceived risk of holding a concentrated portfolio can be offset by owning high-quality investments. By owning a concentrated portfolio containing only the highest quality companies, investors can take meaningfully less risk than the market while generating greater long-term performance.","thumbnail_url":"https://img.transistorcdn.com/PTFFMY6oB5YIXhFWQJmDXes0bWUNRHouyrCPK2DHNYM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzQ2MTYzLzE2OTc2/NDU2MDktYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}