BELLWETHER LONG TERM GROWTH

Miten is the alchemist to Bellwether Capital. As Bellwether's CIO, his strategy is a blend of spotting superior businesses, uncompromising financial discipline, and turning on a dime if volatile markets demand so. Miten's philosophy is acutely aligned to a promoter's outlook of his business. His bold and brave approach has led to many disproportionate outcomes. Although Bellwether has a multi-cap approach, alpha has typically been generated by businesses spotted very early in their evolution. We have seen our winners slowly migrate from the small-caps to the mid-caps and more recently our mid-caps touching the large-cap horizon. Miten's investment style is capable of the scalability of a large investment house, without compromising on its boutique heritage. The chase for governance in picking investments allows us to run many miles while we sleep serene. Miten's investment edge is where energy meets flexibility. A weekly routine of squash, the gym and the unpredictability of a golf ball ensures this edge remains sharp and nimble. As does the body, so shall the mind!