Contributors

Jacob Manoukian

U.S. Head of Investment Strategy

 

By Jacob Manoukian and Kenneth Datta

Since our initial concentrated stock research paper in 2004, we've continually evolved our analysis, with significant updates in 2014 and 2021. In this latest edition, we delve into nearly 45 years of stock performance, examining recent market events and the inherent risks and rewards of concentrated stock positions. One takeaway remains unchanged: while concentrated stock holdings can create substantial wealth, they also carry a high risk of significant losses that could derail your financial future and that of your family.

Read the full report here [PDF].

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