Strategies
Lower Risk
Strong financials, solid growth and trading at a low price. Our lower risk approach focuses on businesses with consistent growth and strong financial fundamentals which are trading at a low price relative to their expected growth rate.
Balanced Risk
Strong financials, solid growth and trading at a fair to low price. Our balanced risk approach focuses on businesses with consistent growth and strong financial fundamentals which are trading at a fair-to-low price relative to their expected growth rate.
Full Throttle
Massive growth which are trading at a fair price. Our full throttle approach focuses on businesses with explosive growth which are trading at a fair price relative to their expected future growth rate.
Value Investing (Warren Buffett)
Great businesses trading at a fair to low price. Value investing seeks out stocks that appear underpriced by the market, focusing on solid fundamentals such as low PE ratios, strong earnings, and a healthy balance sheet.
Defensive Investing (Benjamin Graham)
Stocks trading at a low price. Defensive investing prioritizes protecting capital over seeking high returns, focusing on companies with strong stable earnings, low debt, and a history of paying dividends.
Growth at a Reasonable Price (Peter Lynch)
A blend of growth and value. GARP seeks companies with strong earnings growth potential that are still reasonably priced, balancing the potential for high returns with the risk of overpaying.
Growth Investing (Philip Fisher)
Stocks with huge growth but still fairly valued. Growth investing seeks companies with strong potential for future expansion, focusing on high earnings growth rates, innovative products, or dominant market positions.
Contrarian Investing (David Dreman)
Contrarian stocks with high potential. Contrarian investing involves going against prevailing market trends, buying stocks that are currently out of favor, believing the market often overreacts to news.
Price/Sales Ratio Focus (Ken Fisher)
Emphasizes the importance of the price/sales ratio. This strategy focuses on companies with low P/S ratios to find undervalued stocks with strong revenue growth potential.
Deep Value Investing (Seth Klarman)
Companies trading below their intrinsic value. Deep value investing focuses on identifying companies trading at a significant discount to their intrinsic value, often due to temporary setbacks or market inefficiencies.
Capital Light Compounder
Businesses that grow without burning cash. Inspired by the Apple thesis — companies that own the customer relationship with minimal capital expenditure tend to outperform over time. Focuses on high quality, high efficiency compounders.
Capital Heavy Grower
Businesses making big bets on infrastructure. The Meta/Amazon model — companies investing heavily in capex to fuel future growth. High growth, high spend, but manageable debt.
Cash Flow Compounder
Companies with exceptional cash generation and high earnings quality. Focuses on businesses where free cash flow consistently exceeds net income, indicating real, high-quality earnings backed by actual cash.