Investment Thesis
Our Growth Target
Our goal is to target 30–50% annual growth. This is an ambitious return profile, and reaching it requires us to knowingly accept relatively high volatility as the tradeoff. We’re not chasing steady, low-variance returns — we’re positioning for outsized growth, which means embracing bigger swings along the way in exchange for the potential upside.
Sector Focus
To realistically pursue this level of growth, we concentrate on sectors that have historically demonstrated the capacity to deliver it:
Technology — the core engine of high-growth potential in public markets
Finance — traditional financial companies with strong growth trajectories
Fintech — the intersection of finance and technology, where innovation is reshaping an entire industry
Energy — an increasingly critical sector given its growing role as a foundational input to AI infrastructure and compute demand
These sectors are inherently more volatile than the broader market, but they’re also where the growth we’re targeting is most achievable.
Company Quality & Selection Criteria
Within these sectors, we’re selective. We don’t chase speculative or unproven names just because they sit in the right sector. Instead, we prioritize:
Solid companies with strong, verifiable financials
Large-cap and mega-cap companies
US-traded equities
We deliberately avoid small-cap and mid-cap companies. While smaller companies can offer higher theoretical upside, they typically come with weaker balance sheets, less predictable earnings, and higher business risk — a combination that doesn’t fit our approach of pairing high growth potential with company-level quality and stability.
Educational content only. Not personalized investment advice. Not a recommendation to buy or sell any security. Consult a licensed advisor before investing.