Active Management: Diluting by concentrating
Concentrated portfolios can look like a proxy for high-conviction and high-alpha portfolios. Martin Steward asks if the two things necessarily follow one another
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IPE covers a good variety of very current and relevant topics. It is good to read the high-level, independent and objective perspectives from pension funds in other European countries; many of them are dealing with the same issues as we are, so it is interesting to learn from their experiences, especially when they are ahead of where we are on the curve.
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