capital concentration limit
also referred to as: capital concentration limits
3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Feb 14, 2022 by Geoff Lewis · across every show →
Everything said about capital concentration limit, oldest first
Feb 14, 2022 positive
Apr 17, 2025 neutral
O'Driscoll: Capital concentration limits prevent fund wipeouts but cap peak returns
“And it is the, and it is exactly right. But now again, to take both sides of that, it is the enemy of greatness and it is the protector of massive wipeouts, right? And it just boils down to the personal choice of where in that dimension you want to be.”