A disciplined, fundamentals-first strategy built for long-term compounding and rigorous downside protection.
Long-term wealth creation comes from ownership in resilient businesses with durable advantages and disciplined leadership.
Prioritizing companies with predictable, growing free cash flows and reinvestment capacity.
Structural advantages that persist through cycles—cost, network, switching, brand, or regulatory edge.
Position sizing, add/trim rules, and risk controls designed to protect capital and compound over time.
Approximately 15–25 U.S. public companies where research conviction is highest.
Blend of growth leaders, mid-risk compounders, and defensive anchors to mitigate permanent capital loss.
Performance evaluated across cycles; process over short-term noise. No stated target returns.
Private offering under SEC Regulation D, Rule 506(c) to verified accredited investors only.
Exploration of broader access pathways (e.g., Reg A+) subject to regulatory approvals and market conditions.
Democratize disciplined asset management, expand investor education, and align outcomes with long-term stakeholder value.