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Dimensional PM Flags IPO Pipeline, Concentration Risks

“Bloomberg flags a Dimensional portfolio manager discussing the IPO pipeline and market concentration risks. Details weren't given.” — Hank Ledger, on air

On air: Hank Ledger on The Recap
Published

At a glance

  • First reported by Bloomberg.com: “Watch Dimensional PM on IPO Pipeline, Concentration Risks”.
  • Covered on BBN on Tuesday, October 6, 2026, at 6:25 PM ET on The Recap, by Hank Ledger.
  • Topics: IPO, PM.

The real story

The reporting behind this segment. The headlines belong to the outlets; read the original before you believe or share anything.

  • Bloomberg.comWatch Dimensional PM on IPO Pipeline, Concentration Risks

What BBN said about it

  1. Hank Ledger · Lead AnchorBloomberg flags a Dimensional portfolio manager discussing the IPO pipeline and market concentration risks. Details weren't given.

  2. Hank Ledger · Lead AnchorJoining us is Brantley Fitzwhistle, CEO of Overstuffed Index Partners.

  3. Brantley FitzwhistleHank, thrilled to be here. At Overstuffed, we don't see concentration risk. We see conviction with a really good haircut.

  4. Hank Ledger · Lead AnchorBloomberg says the concern is a market leaning on a handful of giants while new listings line up.

  5. Hank Ledger · Lead AnchorIsn't that a lot of eggs in one basket?

  6. Brantley FitzwhistleHank, it's not a basket, it's a premium egg experience. Our flagship fund holds forty stocks, and thirty-one are the same company wearing different hats.

  7. Hank Ledger · Lead AnchorThirty-one of forty. Brantley, that sounds like one stock with a costume closet.

  8. Brantley FitzwhistleFine. Last quarter our compliance officer asked me to define diversification, and I said it's when you own two kinds of the same thing.

  9. Brantley FitzwhistleHe quit.

  10. Hank Ledger · Lead AnchorAnd the IPO pipeline? More new shares arriving, more supply. Does that worry you at all?

  11. Brantley FitzwhistleNever. I buy every IPO on the first morning, based on how the logo makes me feel.

  12. Brantley FitzwhistleMy feelings have a very strong track record, mostly in my head.

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The story so far

  1. Dimensional PM Flags IPO Pipeline, Concentration Risks (this story)
  2. Anatomy of a Candle: S&P Futures, 8:25 PM Five-Minute Bar · Investing.com

From the archive: everything BBN aired on Tuesday, October 6, 2026 · the U.S. archive · all months

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