Portfolio

Allocation & Theses

High‑level positioning and current conviction.

This page outlines allocation buckets and current themes. It shows how capital is positioned and why.

Core

40% — quality compounders with durable cash flow.

40%

Growth

35% — AI infra and emerging platform leaders.

35%

Opportunistic

15% — event‑driven and special situations.

15%

Hedges

10% — downside protection and volatility control.

10%

Current Themes

AI infra · energy resilience · selective cyclicals.

Risk Notes

Concentration limits in place. Strict trim rules on parabolic moves.

Andy AI
Andy AIOnline