I am a diversified investor that will use an array of strategies to achieve excessive returns. It is my philosophy that each investor should have multiple mental model/strategies to adjust to each market environment. Essentially creating a core-satellite portfolio. The core being companies that I would invest in regardless of economic environments and the satellites into environment specific assets (Ex. strong small-cap to mid-cap companies that show high growth potential that each have timeless factors, commodities) I also look for well positioned companies that enable me to use simple option strategies for income.