INVESTMENT STRATEGY AND PHILOSOPHY
The Escudo strategy
Focused on capital preservation, dividends and modest growth with lower risk and volatility than overall market. One can use it for current income generation i.e. monthly or quarterly cash withdrawals. Its is quite surprising the dividend yield level in a near zero rate world. Once interest rates “normalize” Bonds should be a component.
The Futurus strategy
Looks for long term capital growth. Its secular, it is not tied to tech, EV or any doctrine. I look for consistent growth, mispriced valuations and special opportunities that come in many shapes and sizes. This will utilize leverage of 2x or 5x to amplify returns and preserve cash but leads to higher volatility. Crypto is tempting but I prefer you speculate on your own with that.