Group 1 - Celestica Inc. is a significant player in the AI infrastructure industry, particularly in ensuring smooth operations in data centers [1] - The focus is on identifying high-quality companies with a market capitalization of less than $10 billion, which presents ample growth opportunities [1] - The ideal companies should demonstrate a long-term capability of capital compounding with a high compound annual growth rate, potentially delivering tenfold returns or greater [1] Group 2 - A long-term investment perspective is emphasized to generate higher returns compared to market indices in a rapidly evolving investment landscape [1] - A conservative investment strategy is primarily adopted, with occasional pursuit of favorable risk-reward opportunities [1] - Investments are carefully considered and allocated proportionally within the portfolio to maintain overall stability [1]