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 ...

Three Anti-Concentration Strategies A Comparison of Two Equal Weight Funds A Comparison of Two Exclusionary Funds A Review of One Mid-Cap Fund Be Mindful of Your Goals When Investing in ...

Many investors accumulate concentrated stock positions through company stock options, inheritance or early investments in successful firms. While these holdings can create tremendous wealth, they also ...

Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Strategy” second-quarter 2024 investor letter. US stocks climbed 3% as per the Russell 3000 Index, ...