Investment Principles: Building a Foundation for Success

At Limitless Capital Management, our investment principles are guided by a commitment to long-term value

creation, inclusivity, and systemic change. We believe that investing is not just about returns—it’s about

empowering individuals, businesses, and communities to thrive. Here’s how we approach investing:

1. Goals: Clarity and Purpose

• Craft Clear, Achievable Goals: We work with you to define measurable, purpose-driven investment goals

  that align with your values and aspirations.

• Ownership Mindset: We view stocks not as mere symbols, but as ownership in businesses with inherent value.

  Our analytical approach focuses on long-term growth and patient confidence, allowing us to seize opportunities

  even in challenging markets.

2. Balance: Strategic Allocation

• Forge a Fitting Asset Allocation: We design diverse, balanced portfolios tailored to your objectives and

  risk tolerance. Our strategies are rooted in sensible risk-return expectations and a commitment to

  long-term stability.

• Diversification and Margin of Safety: By diversifying across asset classes and geographies, we curtail undue

  risk exposure and tap into market leaders. We always seek a margin of safety to avoid overpayment and

  protect your capital.

3. Cost: Efficiency and Value

• Minimize Costs for Enduring Returns: We prioritize low-cost investments that historically outperform over

  the long term. By managing for tax efficiency and minimizing fees, we help you retain more of your returns.

• Value-Driven Investing: We believe that future investment value hinges on present price. By focusing on

  intrinsic value, we aim to deliver superior returns while minimizing risk.

4. Discipline: Perspective and Patience

• Retain Perspective and Long-Term Discipline: Emotional investing often leads to impulsiveness or paralysis.

  We help you maintain steadfast discipline and a long-term perspective, ensuring adherence to your financial

  plan.

• Triumph Over Behavioral Pitfalls: Markets naturally oscillate between optimism and pessimism. Our

  disciplined approach helps you navigate these fluctuations, fostering consistent contributionsthat wield more

  power than short-term market movements.

5. Impact: Beyond Returns

• Invest with Purpose: We believe that investing should create positive social and environmental

  impact. By integrating ESG considerations into our strategies, we help you align your investments with your

  values.

• Systemic Change: Our investment principles are designed to challenge systemic inequities and promote

  inclusive growth. We aim to redefine finance as a force for liberation, equality, and prosperity.