We are a two-person team passionate about value investing. Upon some successful years managing our portfolio, we started DTF Cap to manage outside capital. Our track record since inception on 6th April 2017 is: Year 1: 11.36% -- Year 2: YTD 25.29% Total time-weighted return is 39.52%. We frequently present at the monthly London Value Investing Club, come to say hi and discuss stocks with our +2,400 members. ----------- Our core portfolio centres around small to mid-cap value stocks in America. Our primary goal is to avoid permanent capital loss and maintain 15% average return over the next 10 years. We invest in 3 tranches to minimise risk and hold shares for at least a year for our thesis to play out. Investing has taught us many lessons, and as we write, we reflect on our actions and results, and with no intention of endorsing an investment. Our picks have yielded considerable returns since publication here on SeekingAlpha, for example, FSLR (approximately 105% return), SEDG (120%), FSTR (80%), BHC (90%), SBLK (25%), SHIP (10%). One highlight was FOSL (230%), which was our most audacious call to buy at the maximum pessimism, to our surprise, it yielded 90% in 3 weeks after publication. On the other hand, FSTR stood the test of time and yielded 80%+ after 4 articles and almost 2 years. Our less successful picks are NMM (-15%) and PIR (-20%). Our current top holdings are BHC, MU, GNC and IPI, which make up 80% of our portfolio. Thank you for visiting and engaging in our articles.