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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (13374)11/26/2001 11:06:12 PM
From: Mark Marcellus  Read Replies (2) of 78476
 
He's said, know as much about a company as you can - the individual investor ought to be able to follow 5 stocks (or was it more?) very well, and that might be all the investor needs, if I recall Mr. Lynch comments correctly.

OTOH, when you read about how he managed his funds, they were broadly diversified

Lynch is pretty consistent in what he says. He believes you should stay concentrated in a few companies you know very well, unless you have the entire Fidelity Research Department backing you up, or unless your total AUM is hundreds of millions or more. (And if you're going to do the latter it is imperative that you have the former, or its equivalent).
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