Equity Portfolio Managers and Equity Investments Stay Open to Innovation

Depth and Expertise are Required for a Meaningful Edge

If I believed having 10 people rather than 52 would allow us to be more successful, we'd quickly make that transition. But with the specialization of the people we're competing against today, I think it's very difficult to have a meaningful edge without significant depth and expertise. We should know more about every one of the companies in which we invest than any other non-insider.
Source: http://www.valueinvestorinsight.com/