Investors have always been taught that diversification is good — good for long term performance.

grizzlyrock capitalBut, there’s such thing as too much diversification. In a new paper, GrizzlyRock Capital’s Kyle Mowery discusses how investor performance is affected by being too diversified and what he and other smart investors do to create more focused — best ideas — portfolios.

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About Kyle Mowery

Managing Director of GrizzlyRock CapitalKyle is the Managing Director of GrizzlyRock Capital, which invests in long/short corporate credit and equity securities utilizing a fundamental valued-based style.

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