The allegations read: Claimant chose to invest in the gamble jones capital management focused equity strategy, which is a concentrated/non-diversified portfolio that typically holds 20 or fewer stocks. During the period of june 2015 through august 2018, the client's portfolio gained 21%. Despite this, claimant complained about losses in 2 stocks. Notably, through december 31, 2021, the focused equity strategy has outperformed its benchmark (the s&p 500 total return index) since inception in january 2013."
