Portfolio

We manage a $100,000 long-term value investing fund concentrated across six core industry groups:

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1. Consumer & Retail

2. Financial Institutions

3. Energy / Industrials

4. Real Estate, Gaming and Lodging

5. Healthcare

6. Technology, Media and Telecom.

Our approach is rooted in the principles of value investing: identifying fundamentally strong businesses trading below their intrinsic worth, and holding them with patience and conviction. Rather than chasing short-term market movements, we focus on durable competitive advantages, disciplined balance sheets, and sustainable earnings power across each sector. By maintaining diversified exposure across these six groups, we aim to compound capital steadily over time while managing downside risk through rigorous fundamental analysis.