popular interviews

Building best ideas portfolios — with Kyle Mowery

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.

Listen to the FULL episode

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.

More information

Even More Resources

  • http://abnormalreturns.com/tuesday-links-half-baked-narratives/ Tuesday links: half-baked narratives – Abnormal Returns | Abnormal Returns

    [...] Building a “best ideas” portfolio: a discussion with Kyle Mowery.  (Tradestreaming) [...]

About Tradestreaming

Tradestreaming is a community of investors learning directly from experts. I’m Zack Miller, investor, entrepreneur, and founder of Tradestreaming.com and I literally wrote the book on how to invest in the age of Facebook and Twitter. Tradestreaming is the resource I’ve created to help me become a better investor.  I believe it will help you … Continue Reading