IDENTIFY SECTORS | Our intention is to understand exactly where the U.S. is in an economic cycle. We target sectors that benefit with the changing economic situation.

STOCK & ETF IDEA GENERATION | Our pool of potential investments includes publicly traded equities > $250M market cap. Through a process of fundamental, quantitative, and technical research, potential investment candidates are vetted.

GROWTH & VALUE QUALIFIERS | These stocks much portray or be on the cusp of elite industry growth. We target companies with large total addressable markets with anti-competitive moats around their business. We are also interested in scarcity: unmet needs in the market targeted by a unique process, application, or product.

VALUATION | These stocks must meet certain income statement criteria, ex: free cash flow yield of at least 7%. Further, we are looking for catalysts to warrant a rerating; change in management, new product cycles, or monetizing underperforming assets to improve top line and margins.

ALLOCATE & MONITOR | We feel that we have a good sense of intrinsic value versus market value for our stocks and will trade accordingly.