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Process Overview

Idea Generation

  • Investment Themes
  • Macroeconomic Analysis
  • Opportunistic Ideas
  • Network-Driven Insights

Security Selection

  • Quality Factors
  • Technical Analysis
  • Valuation Metrics

Portfolio Construction

  • Benchmark Designation
  • Relative Weightings vs. Benchmark
  • Invest in Select ETFs
  • Invest in Select Individual Stocks

Portfolio Monitoring and Risk Management Strategy

  • Assess theme relevance
  • Justify opportunistic investments
  • Review weighting vs. benchmark
  • Implement trim/sell guidelines
  • Use shorts, call writes to limit risk