Portfolio Construction: Best in Breed

“What’s the key portfolio strategy managers should employ for success?” “Diversify!” That’s how one top PM answered our question. There are many levels and measures of diversity. You don’t want to be stuck with large exposures in any one industry, no matter how resilient it may seem…

▶︎ Read June 20 2022 newsletter: here

▶︎ Chart of the Week: here (by Lincoln International, Valuations & Opinions Group, Q2 2022 Webinar, S&P Capital IQ)

(Any “forward-looking” information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition Past performance is no guarantee of future results. Investing involves risk; principal loss is possible.)