MCO Framework
- Magic: Capturing accelerated earnings growth and valuation re-ratings during “magic moments” like management changes or industry shifts.
- Compounders: Investing in stable, capital-efficient businesses for long-term growth.
- Opportunistic: Tactical bets on special situations or market dislocations.
CLEAR Forensic Screen
A proprietary five-point audit evaluating Cash flows, Liabilities, Earnings quality, Asset integrity, and Related-party hygiene.
