The Firm Strategy
A hybrid model engineered for durability.
We earn while we wait, and we position with conviction when fear is priced in.
01 · Philosophy
Investment Philosophy
We do not chase narratives. We define what a great business is, identify it when the market mis-prices it, and structure trades that pay us regardless of short-term direction.
Capital preservation comes first. Asymmetric upside comes second. Volatility is fuel — not a threat — when paired with discipline.
02 · Hybrid Model
Two Engines, One Portfolio
Wheel Strategy
Premium Income Engine
Cash-secured puts on premium assets. Covered calls on assignment. Income is harvested in every market regime.
Long-Duration Convexity
Tactical LEAPS
Long-dated calls on category-defining businesses during fear regimes. Asymmetric upside funded by income.
03 · Principles
Core Principles
- —Capital preservation precedes capital growth.
- —Disciplined entries — we wait for our pitch.
- —Asymmetric upside — limited risk, structural convexity.
- —High-quality assets only — no speculative tickers.
04 · Allocation
Portfolio Structure
60–75%
Income Engine
15–30%
LEAPS
10–20%
Cash Reserve
Allocations flex with regime. Cash is a position. We deploy aggressively only when expected return per unit of risk is exceptional.