Concentrated Portfolio Strategy
Manny discusses the benefits of a concentrated portfolio strategy, focusing on owning a small number of high-quality stocks across different countries to reduce single country risk. By prioritizing the best businesses in various regions, the aim is to maximize long-term investment outcomes.In this clip
From this podcast
Invest Like the Best
Manny Stotz - Frontier Markets Investing - [Invest Like the Best, EP.169]
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