Concentrated Portfolios:
An Expected Response to the Rise in Indexing

Recently Released!!!
Date Published: October 18, 2017
Summary Power Point Deck: 81 Slides
Reference Power Point Deck: 797 Slides

The purpose of this research is to provide readers with a comprehensive understanding of concentrated portfolios.This research fits within Tiburon's Index Investing series, which in turn fit s withnin Tiburon's wealth management series, which includes a wide variety of trending topics.

This research summarizes the key drivers behind the rapid growth in concentrated portfolios, including: 

  • Index Investing
  • --

This research addresses the historical phases of the concentrated portfolios, including: 

  • Emergence Phase
  • Maturization Phase

    This research defines market segments, including:

    • --
    • --

And this research makes several future predictions for the concentrated portfolios market, including: 

  • Reemergence of Concentrated Portfolios
  • Prediction #2
  • Prediction #3
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