About Opportunities

Opportunities is an equities portfolio focused on smaller, under-the-radar U.S. companies, aiming to outperform the Russell 2000 over a 3–5 year investment horizon. Our team employs deep fundamental research to uncover high-potential businesses across sectors such as defense, commodities, and emerging technology—where we believe there may be asymmetric upside potential. Unlike Flagship, which targets large, global conglomerates, Opportunities takes a more tactical, event-driven approach, concentrating on smaller enterprises and key catalysts to pursue competitive returns across dynamic market conditions.