About
This platform provides research and analysis for long-term growth portfolios. Our approach combines quantitative analysis with strategic insights to identify investment opportunities.
Philosophy
Our investment philosophy centers on long-term outperformance through rules-based decision making. We focus on identifying high-quality companies with sustainable competitive advantages.
We believe in systematic, disciplined approaches to portfolio construction that reduce emotional decision-making and improve long-term outcomes.
Risk Management Principles
- Position sizing limits to prevent over-concentration
- Regular rebalancing to maintain target allocations
- Continuous monitoring of portfolio metrics and risk factors
- Clear invalidation criteria for each strategy
Founders
This platform is maintained by a team of three founders focused on systematic investment research.
FAQ / Glossary
Innovation Score
A proprietary metric that assesses a company's perceived innovativeness based on technology, business model, and competitive positioning. Calculated using quantitative analysis.
Sentiment Signals
Momentum indicators based on 12-month price performance. Used as one factor in our multi-factor scoring system.
Rebalance Logic
Portfolios are rebalanced quarterly based on updated scores. The rebalancing process ensures positions align with current factor assessments while maintaining risk constraints.