ValueWalk's Raul Panganiban interviews David Waters, CFA, the CIO of Alluvial Capital. In this part, David discusses his views on diversification and concentration, passive versus active investing, weak corporate governance in Hong Kong, finding a lot of value in Europe, the lessons he learned from starting his blog, and his favorite books and hobbies.
Q3 2019 hedge fund letters, conferences and more

All right, and what are your views on diversification and concentration? How do you position your best ideas?
So I guess this kind of builds off of my previous state and a lot of managers love to run...

