TAOZ

TAOZ seeks value opportunities across the U.S. equity market, primarily within large-cap companies. It employs a fundamental, bottom-up process to identify businesses with durable quality, trading at a discount to our estimate of long-term intrinsic value, and with a clear path to value realization. The portfolio typically holds 30–40 securities and is diversified across sectors and styles, with risk managed through position sizing, valuation discipline, and continuous reassessment of investment theses.