Our portfolio strategy is a blend of short-term tactical bets and long-term investments, as previously mentioned. We actively seek opportunities to capitalize on special company or sector situations over a 3-6 month timeframe with our short-term tactical bets. These are intended to leverage specific market dynamics for potential gains.
In addition, we focus on identifying and investing in long-term winners that we believe have the potential to compound over a 3-5 year horizon. These investments are selected based on strong fundamentals, competitive advantages, and growth potential.
It's important to note that, given the nature of our strategy, we do not explicitly mention buy or sell prices. This is because our approach involves careful consideration of various factors, and the timing of buying or selling is based on our analysis of market conditions, company performance, and other relevant factors at the time of decision-making.
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