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Invest in ‘Opportunistic’ Multi-Cap Growth Stocks
- Stocks that have unseen catalysts for growth
- Stock prices negatively affected by a market overreaction
Highly Concentrated Portfolio
- Maximum of 8 stocks to deliver meaningful impact on portfolio
- Allows for intimate knowledge & monitoring of businesses
Allow stocks the opportunity for Long-term Growth
- True wealth is often accumulated in a few, long-term held stocks
- Eliminate the need to sell larger positions at pre-determined % ceilings
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