My investment strategy, which I refer to as the "Broken Angels" approach, centers on identifying and purchasing well-known, branded companies that are temporarily undervalued due to issues such as poor management, inefficient balance sheets, debt burdens, or other temporary setbacks. These companies, although currently disfavored, have strong brand recognition and the potential for significant recovery.

The goal is to acquire these stocks at severely depressed prices, expecting that small operational improvements will lead to a reversion to their true value over time. This strategy is based on the principle of mean reversion, where the stock price is anticipated to recover as the company's operations stabilize and improve. Drawing inspiration from Sir John Templeton's philosophy of buying out of favor assets and the Rothschild principle of investing when there is "blood on the streets," I adopt a contrarian approach.

I deliberately target companies that are overlooked and unpopular during their period of dislocation. By gradually accumulating shares while they are out of favor, I position myself for outsized returns as these companies recover and the market eventually recognizes their true value. In essence, my strategy involves a deep value focus with a long-term horizon, seeking to capitalize on the potential recovery of strong, branded companies that are currently experiencing temporary difficulties.