How much do we really know as investors? Do we know the ins and outs of a diversified portfolio of say 80 stocks? I’ve recently read through the Nomad Investment Partnership letters and one of its management duo Nick Sleep believed there are just a few big things in life that are knowable and it was for that reason Nomad had just a few investments. If you believe the probabilities are in your favour that you have found an insightful business truth then you may be justified in having a concent...