Frenquently Asked Questions
1. What drawdowns should I expect?
Equities are volatile. We aim to limit permanent loss of capital, not temporary price swings. Expect market like drawdowns with lower participation in euphoric peaks and similarly lower pain in deep troughs.
2. Will you hold cash?
Yes, when opportunity sets are thin.
3. How concentrated is the portfolio?
Typically 10–20 names across core and opportunistic buckets.
4. How do you think about taxes?
We optimize for post tax wealth but do not let taxes drive poor investment decisions. Turnover is kept modest. Please consult your Tax Advisor for the Tax implications
5. What is your sell discipline?
Thesis break, better alternatives, or valuations that crush forward IRRs.