Christine Benz: Hi, I'm Christine Benz for Morningstar.com. Do concentrated strategies tend to outperform? Joining me to share some research on this topic is Alex Bryan. He is Morningstar's director ...

Amassing a large exposure to a single stock may not elicit much concern from an investor. After all, many investors find themselves holding large, concentrated stock positions resulting from good ...

Investors can wind up with a concentrated stock position in different ways. But it's most often from an inheritance, founder, or employee with company stock. Or a long-term investor bought shares ...

This article originally appeared in Morningstar Direct Cloud and Morningstar Office Cloud. An investor comes to you with a high value of concentrated stock. As the advisor, you recommend ...