Why concentration is the new diversification

How a concentrated portfolio can also be diversified, and attract principles of quality, valuation, and low correlation with Sam Baldwin, portfolio manager at Guardian Capital

Ruth Saldanha 10 May, 2019 | 2:00PM

 

 

Ruth Saldanha: We've been discussing the importance of both diversification and concentration in your portfolio. Today, we have Sam Baldwin, Senior Portfolio Manager at Guardian Capital, who is here with an unusual strategy. Though he holds diversification as a part of his methodology, he has only 15 to 20 stocks which is quite concentrated for a portfolio.

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Ruth Saldanha

Ruth Saldanha  Ruth Saldanha is Senior Editor at Morningstar.ca

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