The Book

The book we run, tracked in the open.

One book, built from the specialists' convergence: the top 1% of proven funds independently arriving at the same names. Tracked live in the open with its own record, and one rule: the record stays up, losses included.

The Flagship Book

Flagshiptracked since 2023-12-18Read it weekly →

The flagship. One book built from the specialists' convergence: the top 1% of proven funds independently arriving at the same names. Ten names, rebalanced monthly, reported on weekly in the open.

Total return

+341.9%

Annualized

+56.8%

S&P same window

+68.6%

Feb '24Jul '24Dec '24May '25Oct '25Apr '26Oct '26-115%0%+115%+230%+345%
10 current positions. Pro members see every name.Unlock the holdings →

Tracked live in the open since December 2023. The record stays up, losses included.

Tracked live in the open, losses included. Past performance does not guarantee future results. A description of the evidence, not a recommendation.