#225

Ranked

17
Followers
PerformanceCommunity EngagementCommunity Endorsement
-2.3%
Since February 2026
-4.3%
3 months
n/a
6 months
n/a
12 months
Conviction driven investor focused on execution, governance, and whether a company can deliver. I track operators, incentives, capital discipline, and board behaviour under pressure. I hold 12+ months to let the thesis mature and capture the CGT discount. I run three portfolios: Speculative, Dividend and Capital Gains, and Long Term Capital Gains (ASX 300).
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