# Ep. 373 Charles Harris On How To Handle Concentrated Positions With Conviction

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Text version: https://stenobird.com/podcast/investing-with-ibd-935515/ep-373-charles-harris-on-how-to-handle-concentrated-positions-with-conviction.md
Podcast: [Investing With IBD](https://stenobird.com/podcast/investing-with-ibd-935515)
Published: 2026-05-20T22:44:00+00:00
Episode link: https://investing-with-ibd.simplecast.com/episodes/ep-373-charles-harris-on-how-to-handle-concentrated-positions-with-conviction-uzlOVr0w
Audio file: https://dowjones.simplecastaudio.com/112561f5-bd22-464e-8e44-9d7f3503ed80/episodes/ac185551-6b9c-4b7c-982d-888bd7404a03/audio/128/default.mp3?aid=rss_feed&awCollectionId=112561f5-bd22-464e-8e44-9d7f3503ed80&awEpisodeId=ac185551-6b9c-4b7c-982d-888bd7404a03&feed=WvMU0sL6
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JSON: https://stenobird.com/v1/public/podcasts/investing-with-ibd-935515/episodes/ep-373-charles-harris-on-how-to-handle-concentrated-positions-with-conviction
Duration seconds: 3296

## Resource

Stay in the game. Conviction can help traders manage concentrated positions, but requires one key characteristic to survive high-stakes plays. Charles Harris, portfolio manager at O’Neil Global Advisors discusses how to protect yourself, manage drawdowns and live to fight for another trading day.

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## Transcript

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