His strategy is simple he looks for undervalued companies typically in smaller companies with market capitalizations of $500 million. He runs a concentrated fund consisting of 10 to 20 holdings. He is mentioned as a new school Warren Buffett. All this from a guy who was a successful entrepreneur, having run a successful computer and it consulting firm before selling it to become a excellent value investor.
For those more interested in learning about his methods you should check out the Dhando Investor: The low-risk value method to high returns.
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