Three time-tested investment mantras for managing concentration risk

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These concepts are simple but their application takes practice

Many fund managers consider the Magnificent Seven technology stocks a hugely crowded trade and the frenzy for all things artificial intelligence to be in bubble territory.Rush hour traffic is no one’s idea of fun. Studies show idling on crowded roads affects our health negatively and lowers satisfaction with work and life. Likewise, crowded trades are no picnic for advisors who must decide whether to jump in.

Many fund managers consider the Magnificent Seven technology stocks a hugely crowded trade and the frenzy for all things artificial intelligence to be in bubble territory. Stock data going back 75 years show market concentration in a few stocks is not sustainable over the long term. Market concentration in the U.S., measured as the market capitalization of the top 10 companies relative to total capitalization, has varied from 1950 to 2023 between a low of 12 per cent in 1993 to a high of 30 per cent in 1963, according to a recent Morgan Stanley Investment Management Inc. report. In the 10 years ended in Dec. 31, 2023, concentration in the U.S.

These are dramatic examples but they remind us that stock prices rise and fall – sometimes a lot. Good or even great businesses occasionally stumble but usually right themselves over the long term. Advisors who react to the market’s gyrations can potentially miss out on impressive turnarounds.. Today, the average is closer to six months. That makes an advisor who practices patience more valuable to their clients than ever because patient capital is a source of.

 

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