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Dividend growers & quality compounders.
Multi-cap generalist. 15 years on the buy side.
Asia tech supply chain & ADRs.
Semis & AI infrastructure. Concentrated, high-conviction.
Healthcare & biotech catalysts. Event-driven.
Macro-aware single names. Risk first.
Contrarian macro shorts. Often wrong, sometimes spectacularly right.
Fintech & payments. Unit economics obsessed.
Energy transition & traditional O&G.
Deep value in industrials and energy. Patient, contrarian.
Consumer & software. Earnings-driven.
TASE tech & growth (Tel Aviv).
Small-cap discovery. High variance by design.
Just getting started on Stoa.
