A rules-based, equal-weight index of 100 companies.
A self-managed direct index of up to 100 individual companies organized across three quality tiers and held in equal weight. Each tier applies a systematic scoring framework to identify companies with durable competitive advantages, exceptional financial economics, and clear investor conviction - not benchmark replication. Every position is a named company with a scored rationale. Reviewed exhaustively every January 1 and July 1, where every company re-qualifies from first principles.
The bedrock of the index: the world’s most durable, dominant companies, the ones you buy to hold forever. Each company has compounded through every cycle and would be nearly impossible for a rival to displace, with a share price history that is one long, steady rise, holding pace with its industry peers rather than slipping behind them, and with no company-specific decline. You own them for permanence and peace of mind rather than a fast move.
The growth engine of the index: forever-grade companies that are in the process of earning their Immortal status. Some companies are younger and some took a deep decline, but all are dominant or fast-emerging leaders. You own these companies for growth rather than stability: proven, dominant leaders still compounding faster than the Immortals in exchange for more volatility along the way.
The seedbed of the index: speculative positions in companies riding the trends that could define the next decade. Each is a calculated bet on asymmetric upside. Tangible evidence, not just a story, is required to back the bet: proof the technology works, a sound business model, and enough cash to reach the next milestone. You own these companies for the shot at outsized returns while accepting that most will not pan out.