My strategy is to identify a relatively small number of really exceptional companies that I think can increase more than five-fold in the next five years (5 in 5’s). At the same time, I keep some cash available for trading as interesting opportunities always seem to show up and create low risk short term opportunities.
Here are some links to key strategy concepts:
Why Invest In Smaller Companies?
What Does Cheap Really Mean?
Let's Talk Risks...
What To Look For In Small Company Management
When To Sell?