Diversifying Away from Equity Concentration Risk

Описание: DoubleLine Portfolio Manager Jeff Mayberry Dec. 10, 2024, discusses the DoubleLine Fortune 500 Equal Weight strategy, an investment approach that equally weights the stocks of America’s top revenue-generating companies. Appearing on the VettaFi’s virtual 2025 Market Outlook Symposium, Mr. Mayberry notes a historically high share of the market cap-weighted S&P 500 is concentrated in a few leading stocks priced at high valuations. “We think it’s a good time to diversify away” from concentration risk in equities, he says. “Not necessarily getting out of those names totally but maybe start adding in some equal weight.”