Both in the financial media and in conversations we’ve been having, two ideas have been hot topics lately. Are they fads? Are they overhyped? Does it matter? We dive in and hit three key points:

  • High Concentration
  • Taxation
  • Themes (ESG, etc.)
Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.