Focused Funds Some funds have managers and teams that believe in investing with great focus and conviction. These managers generally limit their number of holding to 20 – 100 stocks. They monitor their ownership in these companies and are active managers.
Index Solutions Participating in market returns is obtainable with passive funds that emulate indices like the S&P500.
Core Stocks These are stocks of iconic companies we want to own as investors. Buying these stocks and holding them for the long-term provides a (but not diversified) way to participate in the long-term performance of these companies.
Undervalued Stocks Filtering the universe of stocks to identify quality balance sheets and earnings can identify target companies. We buy those stocks when they fall below our estimation of fair value and sell them when they reach our targeted sell price.