Investment Focus Quotes

We believe that almost all really good investment records will involve relatively little diversification. The basic idea that it was hard to find good investments and that you wanted to be in good investments, and therefore, you'd just find a few of them that you knew a lot about and concentrate on those seemed to me such an obviously good idea. And indeed, it's proven to be an obviously good idea. Yet 98% of the investing world doesn't follow it. That's been good for us.

CNBC is a very serious-minded financial news network, and what we've seen thus far from Fox appears to be not as investment-focused or financially focused, and that's good for us.

I don't do a ton of deals a year, and I really like working with startups - it's the only way I can invest. It fits my ADD brain.

Diversification may preserve wealth, but concentration builds wealth.

Yearly data put the rest of the noise into perspective. Most of the weekly or monthly random up-and-down movements get smoothed out. Ultimately, this is where long-term investors should be focused.

You want less of the annoying nonsense that interferes with your portfolios and more of the significant data that allow you to become a less distracted, more purposeful investor.

Our focus is not on exit. In fact if you talk to any of my entrepreneurs, I'm generally saying, 'Don't sell the company,' when other investors want to sell. I'd much rather focus on building long-term value in building companies rather than worrying about exits.

In reality, no one on Wall Street cares about anything except performance.

Don't try to be a jack of all investments. Stick to the field you know best.

As an investor in small companies, I don't care how rich Microsoft is. I care about what my opportunities are.

Venture capital is always wanting to go up market.

A rule of thumb is that the best investors focus on losers, and the winners take care of themselves.

My investment strategy, which is to focus on sectors that are a national priority for India, hasn't changed.

The stock market is a giant distraction from the business of investing.

I actually don't invest in anything that is social, mobile, deals or ad networks simply because those are areas where there are so many players and so many other smart people in the space, I feel like I don't have a competitive advantage. So I tend to go after things that are e-commerce, like healthcare.

A lot of great fortunes in the world have been made by owning a single wonderful business. If you understand the business, you don't need to own very many of them.

There's certain companies that line up with what the brand represents. There are other things that are more investment-focused.

What are we focused on? Return on equity. We don't need these great big tier one assets. I'm very happy with getting tier two, tier three assets; that's what Glencore has been good at.

The culture of the mutual fund industry, when I came into it in 1951, was pretty much a culture of fiduciary duty and investment, with funds run by investment professionals. The firm I worked with, Wellington Management Co., they had one fund. That was very typical in the industry... investment professionals focused on long-term investing.

The first rule (of investing) for me is don't have rules. You find one amazing investment and that's all that matters. If you pick the right body of water, you might not need a boat.