Objective:

Generate equity like returns while working to tactically avoid large drawdowns

Core principles:

• Generate consistent capital appreciation
  Focus on delivering steady and reliable growth in investment value over time, rather than volatile or unpredictable gains.

• Limit exposure to large market drawdowns
  Employ strategies to minimize the impact of significant market downturns on the portfolio, preserving capital during challenging periods.

• Tactically navigate equity management styles based on current market conditions
  Adapt investment strategies to align with prevailing market trends, shifting between different equity management approaches (e.g., growth vs. value) to optimize performance.