The Inversion Investor

The Inversion Investor

Diversity = The Chosen One

Peter Pham's avatar
Peter Pham
Sep 30, 2025
∙ Paid

Resolution doesn’t happen everywhere at once — it happens in one concentrated burst.

If you’re there, you capture it.

If you’re diluted, you miss it.

Diversity is not holding twenty positions.

It’s not hedging your way into mediocrity.

Diversity is more AUM on concentrated resolution.

Diversity is doing authorship often, not everywhere.

Every authored burst, e…

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