Carnegie Investment Counsel Blog

Scott R. Inglis

Scott Inglis serves as Regional Director and Portfolio Manager for the firm’s Philadelphia and New York offices. To Scott, managing portfolios for clients and their families is a privilege. In addition to growing their wealth, Scott provides for the opportunity to make a meaningful difference in their lives.

Managing Concentrated Holdings: Is it Time to Tame the Beast?

Posted by Scott R. Inglis on Oct 30, 2025 10:35:00 AM

Imagine your good fortune when checking portfolio balances and you notice that the value of a single stock holding in your portfolio has increased in value by more than an entire year of income! ‘Impossible!’ you say? Not so! At Carnegie, we have witnessed this happy situation more than once over the years.

Topics: Investing

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