Common Sense from Uncommon Investors – Milken 2024 Conference

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Common Sense from Uncommon Investors

Equities in the United States finished 2023 with a generous upturn of 23%, adding another $9 trillion in market capitalization. The problem behind this growth is that over 70% is disproportionately attributed to just six companies from the tech sector. Currently, the number of private companies in the United States is twice as high compared to public companies. This is creating new challenges for managers in the diversification of their portfolios. Also see: The Asset Management Upheaval – Milken 2024 Conference There are rumors that the future will bring rate cuts, but that will hardly make the capital cheaper and…

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