Capital Markets: Observations & Insights

The Power of Focus: Looking for Alpha in a Sea of Beta

​ Greenwich Associates recently completed a study that examined investors’ views on focused strategies. According to survey results: • Active managers can build higher conviction strategies by concentrating their best ideas into focused portfolios • Investors believe focused portfolios improve managers’ ability to generate greater levels of alpha • Risk-reduction benefits of diversification can be achieved with a portfolio of 50 or fewer stocks • Focus strategies can complement passive portfolio allocations while improving total return outcomes

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