Concentrated Portfolios:
An Expected Response to the Rise in Indexing

Recently Released!!!
Date Published: April 23, 2019
Summary PowerPoint Deck: 78 Slides

Reference PowerPoint Deck: 850 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 fits within Tiburon's wealth management series, which includes a wide variety of trending topics.

This research summarizes the key drivers behind the growth in concentrated portfolios, including:
  • Response to Index Investing
  • Declining Number of Public Company Stocks

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

  • Emergence Phase
  • Maturization Phase

This research defines core product segments, including:

  • Focused Funds
  • Separately Managed Accounts

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

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