Published on 14 Feb 2024 on GuruFocus.com via Yahoo Finance
Insights from the Latest 13F Filing Reveal Key Investment Changes
Glenn Greenberg (Trades, Portfolio), a seasoned investor known for his concentrated investment approach, has made notable changes to his portfolio in the fourth quarter of 2023, as revealed in the latest 13F filing. Greenberg, who co-founded Chieftain Capital Management and now leads Brave Warrior Advisors, is renowned for his strategy of investing in companies with minimal competition and high return on invested capital. His philosophy is to maintain a focused portfolio as a defense against ignorance, believing that a broad portfolio dilutes knowledge and increases the likelihood of investment errors.
Warning! GuruFocus has detected 2 Warning Sign with JOE.