Searching for the Right Stocks is no Easy Task Diversify to Avoid Being Burned by Underhanded Executives

All Diversified Funds are Not Created Equal

The knock on diversified funds is that they’re index-huggers, which given the geographic breadth of where we invest, is not at all the case for us. I know the argument that you should only own your best 30 or 40 ideas, but I’ve never proven over time that I actually know in advance what those are.