Strategy Thesis:

Dub presents this portfolio based on the insights of the Long Investor (TLI), a seasoned professional with a rich background as an airline captain, a law diploma holder from Kings Inn (Dublin), an economics, business, and finance graduate from DCU (Dublin), and 18 years of investing experience.

Portfolio Construction:

The TLI strategy combines fundamental and technical analysis to discover long-term positions that embody value and offer a margin of safety, with a horizon of 3 to 5 years. TLI also aims to add value by capitalizing on market irrationalities to make position adjustments, using technical signals such as Eliott Wave Theory. The goal is a concentrated portfolio with a steady and robust growth trajectory. In 2020, TLI founded The Long Investor with a mission to bridge the gap between retail investors and portfolio managers. This portfolio reflects TLI's commitment to making investing accessible and rewarding for all.

Risks:

This portfolio is a stock portfolio and therefore is susceptible to the inherent volatility and potential declines that characterize the stock market. Additionally, this portfolio may become heavily exposed to individual stocks and industries that The Long Investor believes will have strong returns, leaving it at risk of losses if these stocks or industries underperform.