Book Review: Only The Best Will Do

At the heart of Seilern’s credo is the idea that most investment managers operate with an investment universe that is too large. It is impossible for an individual, or even a team of managers, to keep on top of thousands of stocks. There is just too much information to master. So in running global portfolios, Seilern argues there are only 60 stocks at any one time that he deems worth considering. A refreshing concept. As it says on the cover, Only the Best Will Do.