But Sequoia is hardly the first concentrated fund to soar, then take a nosedive, due to its heavily weighted positions. Some of the most fabled mutual funds of the past few decades have experienced a ...

Over-concentration in a single stock or cryptocurrency position can pose significant risks. This issue is particularly prevalent among employees of major tech companies like Google, Apple, Amazon, and ...

Amassing a large exposure to a single stock may not elicit much concern from an investor. After all, many investors find themselves holding large, concentrated stock positions resulting from good ...

Investors can wind up with a concentrated stock position in different ways. But it's most often from an inheritance, founder, or employee with company stock. Or a long-term investor bought shares ...

Christine Benz: Hi, I'm Christine Benz for Morningstar.com. Do concentrated strategies tend to outperform? Joining me to share some research on this topic is Alex Bryan. He is Morningstar's director ...

Hannes Hofmann leads Citi Private Bank's Family Office Group, overseeing the coverage of 1,800 single family offices globally. Read his bio. Among our clients who are ultra-high-net-worth families, ...

A widely diversified portfolio is usually advocated over concentrated portfolios. This is because the asset allocation strategy by way of diversification has quite an established track record. However ...