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Canadian Value
Canadian Value
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Wedgewood Partners David Rolfe : What It Means To Be A Focused Investor

August 06, 2014

According to David Rolfe (Trades, Portfolio) it isn't going to be a high IQ that produces the best investors.

Most investors are sufficiently smart enough to invest well. The key to outperformance is conviction and focus.

Last year Rolfe and Wedgewood added just one new stock to their portfolio.

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Canadian Value

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Snowballbuilder - 3 years ago    Report SPAM

Rolfe is a great focused investor

a great selector of gem .

quite similar to davis , winter , greenberg , simpson , russo .

their performance are great and they walk their talk of be focused and ignoring the crowd .

But there is also another rare breed of extreme focused investor (or big fat pitch hunter)

munger , berkowitz , hohn ... They are incredible ... You ve to be not only bold but stoic to put 50% of your asset in a single stock .

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