Welcome to a new episode of Ask The Expert by AltPort Experts.
In this recorded webinar, Arpit Agrawal (Co-Founder & CIO, Electrum) shares deep insights into the philosophy and performance of concentrated investing. Through real case studies from the Electrum Laureate PMS, he explains:
✔ Why concentrated portfolios outperform over the long run
✔ How high-conviction frameworks are built
✔ Risk management in focused strategies
✔ Real examples from the Electrum Laureate PMS portfolio
✔ What serious investors must know in 2025–26
This episode is tailored for:
• PMS investors
• Wealth managers
• Finance professionals
• Anyone exploring high-conviction investment strategies
🎥 Watch the full episode and learn how focus creates alpha.
🔔 Subscribe for more expert-led conversations on PMS, AIFs, wealth management, and market intelligence.
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