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  • Rob Perrone, Eric Marais & Shane Woldendorp

Equity market concentration and the value of spreading across styles

Investors remain concentrated, with most active assets in growth-style funds and passive assets concentrated in giant US technology shares. With valuations where they are today, that is a concern according to the Orbis team, which says diversification utilizing neglected stocks will be key.
Rob Perrone, Eric Marais & Shane Woldendorp | 15th Jan 2024 | More