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Concentrated Investing


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Table of Contents

Preface ix Acknowledgments xiii Introduction Concentrated Investing 1 Chapter 1 Lou Simpson: The Disciplined Investor 5 A Portrait of Concentration Chapter 2 John Maynard Keynes: Investor Philosopher 35 The Economics of Concentration Chapter 3 Kelly, Shannon, and Thorp: Mathematical Investors 71 Concentration Quantified Chapter 4 Warren Buffett: The Kelly-Betting Value Investor 89 Portfolio Concentration for Value Investors Chapter 5 Charlie Munger: Concentration's Muse 109 Quality without Compromise Chapter 6 Kristian Siem: The Industrialist 131 The Importance of Permanent Capital to the Long-Term Investor Chapter 7 Grinnell College: The School of Concentration 159 Concentration and Long-Term Investing for Endowment Chapter 8 Glenn Greenberg: The Iconoclast 177 Simple, Common Sense Research, and Tennis Shoes Chapter 9 Conclusion 203 The Concentrated Investor's Temperament About the Authors 221 Index 223

About the Author

ALLEN C. BENELLO, CFA, is the chairman of White River Investment Partners, LLC, a private investment firm in San Francisco. MICHAEL VAN BIEMA is the founder and man- aging principal of van Biema Value Partners, LLC, and coauthor of Value Investing. TOBIAS E. CARLISLE is a partner at Carbon Beach Asset Management, LLC, and author of the books Deep Value and Quantitative Value and the blog.


"...this is an original approach to both value investing and diversification, and brings a new perspective to some familiar topics." (Money Week, May 2016)

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