The equal weighted approach in portfolio construction

[cyclone]

Sharing a short interview, found in valuewalk.com, talking about equal weighted approach in portfolio construction by Mr. Yeo Sheng Chong of Yeoman Capital Management.
Here is the link : http://www.valuewalk.com/2015/03/seng-ch...onviction/

[CityFarmer]

As long as basic principles of value investing remain intact, the strategy used can be varied from a broadly diversified one, as in Yeoman Cap, or a concentrated one, as for lighthouse advisor, in Singapore context. Both will give you a rewarding performance. Yeoman cap has a CAGR of ~13% net of fee. The last Lighthouse advisor's performance I knew, was ~21% CAGR. So a very important decision, for value investors, is to find a strategy which is matching with your temperament, to ensure sustainability

Conviction may be a noise to Yeoman strategy, but a must for lighthouse advisor's, IMO.

(not vested on both funds)