Gaining Perspective

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.

Show Notes

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.

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.