Bargain-Hunters. Some think growth or value. We think bargains.

All caps. Some think big caps or small caps. We think all caps.

Concentrated portfolio. Some think diversification. We think concentration.

Earnings model. Some think hot tips. We think business.

Longer-term. Some think short-term. We think longer-term.

Index-agnostic. Some think stock market indexes. We think companies.

Not market timers. Some time markets. We pick stocks.

Early. Some think momentum. We tend to be early.