- Market Cycle Analysis and Positioning: I look at market cycle and overall market valuation and identify potential turning points.
- Dual Portfolio Approach: Maintaining separate portfolios for growth and income/dividends, adjusting their sizes based on market cycles.
- Thematic Approach: Investing in themes that align with long-term trends and where the world is heading.
- Early-Stage Focus. I’m drawn to early-stage businesses, new technologies, and emerging industries. Drawing from experiences in investing and building companies, I realize that building a successful business requires more than just a great idea or new technology.
- Focus on Market Leaders: Seeking companies that are currently leaders or have the potential to become market leaders.
- Pure Play Preference: I prefer investing in companies that have a clear and focused business model aligned with my investment theme. I look for companies where the core of what they do directly relates to the theme, rather than investing in companies with diverse business areas or offerings.
- Competitive Advantage Evaluation: Assessing a company’s competitive advantage to determine its potential for long-term success.
- Realizing that diversification serves one purpose, and concentration another, I aim to achieve above average returns, while avoiding major drawdowns.