In search of a better constructed, more efficient, easily replicable portfolio that is properly risk-balanced for growth with lower downside risk. Also scanning the market for high-quality assets at a discounted price. Investment horizon is always medium- to long-term (12 months or more), and will often act as a contrarian to short-term consensus in order to identify the best longer-term investment opportunities. Tend to focus on technology and energy services sectors. Founder Daniel Martins is a former equity researcher at FBR Capital Markets in New York City; finance analyst at hedge fund Bridgewater Associates; and associate auditor at General Electric.