KONE: Secular Growth With Rebound Potential From China

Core Insights - The focus is on small cap companies across US, Canadian, and European markets, emphasizing the potential for mispriced securities [1] Investment Philosophy - The investment strategy is centered around understanding the drivers behind a company's financials, often revealed through a DCF model valuation [1] - This approach allows for flexibility beyond traditional investment categories such as value, dividend, or growth investing, considering all prospects of a stock to assess risk-to-reward [1]