Focuses on buy-and-hold small and mid-caps with potential earnings growth above 20% CAGR, aiming for eventual large-cap status if held through their growth cycle.

Our approach prioritizes stocks fairly priced for robust earnings growth, needing minimal rebalancing as they're chosen for sustained value and growth, not market trends. We concentrate on a portfolio of up to 15 stocks. This strategy targets long-term growth themes across Consumer, Banking & Financials, Technology, and Healthcare sectors, tailored for investors seeking stable, high-growth investments.