My Highest-Conviction Small-Cap Value Portfolio
Most investors spend their lives chasing noise. I don’t. I’ve built wealth by going where the big players can’t: small-cap value stocks. This is the overlooked corner of the market where inefficiency creates outsized opportunity.
The Inner Circle is where I open my playbook to you. I give you the exact small-cap value portfolio I run myself.
Researched, optimized, and structured to compound over time.
Why Small-Cap Value?
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Proven Edge: Decades of data and my own results show small-cap value consistently outperforms broader markets.
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Wall Street Blind Spot: Big funds can’t touch many of these companies. They’re too small and it is unprofitable to dedicate analysts to cover them. That leaves mispricing for us to exploit.
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Compounding Engine: With the right selection and disciplined reinvestment, these positions snowball into life-changing returns.
What You Get in the Inner Circle Investment Subscription
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My Complete Portfolio: every holding, every change, in real time.
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In-Depth Research: clear explanations of why I own each stock, grounded in fundamentals.
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Portfolio Optimization: how I size positions and manage risk using Kelly and volatility frameworks.
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Quarterly Portfolio Report: strategy reviews and updates on portfolio performance.
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Direct Access: you see exactly how I execute this strategy, without filters or dilution.
Membership Details
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One Year of Access: Inner Circle membership is a 12-month term.
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No Automatic Renewal: at the end of your year, membership simply expires.
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Your Choice to Continue: if you’d like to extend, you can manually renew for another year.
This way, you’re always in control. No surprise charges, no auto-billing, just a full year of access to my highest-conviction portfolio.
Who It’s For
If you are a serious investor with at least $100,000 in investable assets, the Inner Circle is for you. You want to:
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Break free from index-like returns.
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Leverage small-cap value as a true compounding engine.
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Access a strategy you won’t find in mainstream finance.
This is not for traders chasing the next meme stock. This is for disciplined investors who understand that concentration + conviction is how real wealth is built.
Pricing
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$997 for 12 Months
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Compare that to what traditional managers charge for “closet indexing.” Here, you’re getting my exact small-cap value strategy, the one I actually run.
I’ve priced it this way deliberately: affordable for serious investors, exclusive enough to keep it focused. I want members who are serious long term investors and can stay disciplined through market volatility and are philosophically aligned with the value investing principles.
Why Join Now
The best opportunities don’t wait. Small-cap value cycles come in waves, and when they break, they create the kind of multi-year runs that define portfolios.
Right now, we’re entering one of those waves.
The Inner Circle is your seat at the table.
Join the Inner Circle Today
Terms and Conditions
- This membership is for educational and informational purposes only. It does not constitute investment advice, and I do not provide personalized financial recommendations. Investing involves risk, including the potential loss of capital.
- You acknowledge that you are either a sophisticated investor or are working with a qualified financial advisor. You are solely responsible for any investment decisions you make based on the ideas or research shared through this membership.
- I do not know your personal financial situation and cannot account for your individual risk tolerance, tax position, or investment horizon.
- Past performance is not a guarantee of future results. My investment ideas are intended for long-term horizons (5+ years). If your goals are short-term or speculative in nature, this membership may not be suitable for you.
- While I invest my own capital in these strategies and take great care to ensure accuracy, I may occasionally make mistakes. I accept these risks in running my own portfolio and work hard to minimize these risks. Nevertheless, they exist, and you accept that.
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No refunds. Please evaluate carefully whether this membership is a good fit for your investment style and time horizon before purchasing. To avoid lock-ins, there is no auto-renewal. Your access will remain active for 1 year from the date of purchase. If you wish to extend your access after that, you may purchase a new membership at that time.
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