Porinju Veliyath & Dolly Khanna Forum

Both Dolly khanna and Porinju have been buying many stocks which is against strategy of having concentrated portfolios by value investors. But these many stocks sre also giving good returns.. Do investors follow theory of concentration professed by value investor community or result orientation of diversification practised by potinju and Dolly

Good point. I think diversified portfolio is better. One can increase allocation based on confidence level.

I am also surprised at the number of stocks that Dolly Khanna, Ashish Kacholia and other well-known investors are investing in. It appears that the concept of a concentrated portfolio is outdated now.