Focus Investing

Posted Leave a commentPosted in Learnings from the Giants, Robert Hagstrom

“Diversification is protection against ignorance. It makes little sense if you know what you are doing.” – Warren Buffett Portfolio construction is a topic which, literally speaking, is not given adequate ‘weight’ as compared to its relation with overall portfolio returns alongwith the effort which an investor needs to put in to generate those returns. If one […]