“Go on the ETF issuers website and actually have a look at the top 10 holdings to see if there's any overlap.”
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Said on The Pay Off with Sylvia Jeffreys
“You would just, if I had five different funds, five different equity funds, I just take my top 10 or 20 holdings, rank all of them and see what the overlap is”
Matt Jones · Equity Mates Investing Podcast · Momentum, market concentration & two out-of-favour stocks with Matt Jones
Play from 24:50
24:50
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What was described
audit holdings for hidden concentration by taking top 10-20 holdings across each of his five equity funds, ranking them by name and checking overlap
Said nearby on the same subject
“If I was looking at a fund at a top level, I'd go, well, what are my top 10 names? How hard are they run? Do I own those names across multiple funds I might own?”
MJ
Matt Jones
Equity Mates Investing Podcast ·
“In 2022, he sold hundreds of millions of shares in kingdom holding to Saudi Arabia's public investment fund, which significantly tightened the state's influence over his flagship vehicle.”
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Said on Good Bad Billionaire
“He agreed to invest another 590 million in a deal that would take his holding as high as 14.9%, making him Citicorp's largest single shareholder.”
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Said on Good Bad Billionaire
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