Tying Concentration to Outperformance Gaining a Position to Win in any Situation

Looking Beyond End-Market Diversification

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We just don’t see the sense in putting money in our 30th-best idea. We do pay attention to end-market diversification, within our companies and across the portfolio. Our goal is to own businesses with uncorrelated enough end markets that we can continue growing the intrinsic value of the portfolio in any kind of market.
Source: http://www.valueinvestorinsight.com/