A portfolio manager with 54% gains last year shares his hyper-concentrated investment strategy — and explains why Apple makes up a third of his total holdings
Published
· John Huber, managing partner and portfolio manager of Saber Capital Management, channels facets of Warren Buffett's investment philosophy and strategy into his own market-trouncing approach.
· He focuses on free cash flow as a preferred metric of valuation, and eschews companies or industries that are known cash...