Investing in a Highly Concentrated Portfolio

Investing in a highly concentrated portfolio can be a powerful strategy for those with the skill, knowledge, and discipline to execute it effectively.

Dear Readers,

Welcome back to the Quality Equities newsletter.

When it comes to investing, the concept of diversification is often touted as a key principle. The idea is simple: spread your investments across various assets to reduce risk. But some of the most successful investors, including Warren Buffett and Dev Kantesaria, challenge the notion that div…