Sirius Advisors

The firm feels the core tenet of investing is and will always be buying something, for less than what it's worth & looking at opportunity cost. The firm prefers not fixating itself on labels such as quality or growth or value or secular or cyclical investing. If one is buying a company, managed by competent people, with a bright industry future, backed by strong unit economics, one can err on the timing & valuation, and still emerge relatively unscathed over the long run. Broadly, the firm would like to allocate a large portion of the portfolio to companies which can scale profitably & are attractively valued. Technical Analysis is a tool just like any other, which can aid in either identifying a company or buying/selling at the right prices. The firm can hold 5-6 companies or even 15-20 companies, as a PMS it has no limitations here.