Real and professional money managers "hate" diversification and all the "mathematical" (risk-adjusted return, "quants") aspects of portfolio management.
Stanley Druckenmiller ๐จโ๐ซโ๐๐ปโ๐กโ๐๐โ๐ง โ๐
Hedge fund manager, ex-partner of Soros.
Most of them are fundamental investors, focusing on business and macroeconomic fundamentals ๐ก
โฐโโคหหห Twitter (X) short video of an interview ๐
x.com
prayingforexits ๐ดโโ ๏ธ (@mrexits) on X
Stanley Druckenmiller on why to not diversify