Concentrated portfolios have the advantage of being better understood and tracked. In understanding implicit risks, we gain the opportunity to attenuate them. This winning duo – understanding and knowledge – gives us the edge, so we can better track, anticipate and manage the outcome. Therefore, we believe that concentrated portfolios will deliver superior risk-adjusted returns compared to a broadly diversified index.

Based in Geneva, EFI strives to reduce the risks whilst maintaining expected market returns and, in doing so, deliver returns above the Markowitz Efficient Frontier.