Investment Strategy
I have two core strategies. The first 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). I also focus on companies and sectors undergoing some sort of inflection. At the same time, I usually keep excess capital available for low-risk, short-term, Event-Driven opportunities.
Here are some links to key strategy concepts:
Why Invest In Smaller Companies?