Gravity Well Capital is a long-duration portfolio supported by a publicly viewable research process. La Fionda is a model portfolio (watchlist) for ideas that may earn promotion through sustained evidence. La Zavorra is a conditional ballast watchlist for rare moments of systemic market dislocation.
Navigation
- Portfolio — capstone holdings and weights.
- La Fionda — model portfolio and watchlist (research).
- La Zavorra — conditional ballast watchlist (inactive unless crisis).
- Process — notes, updates, and governance.
- Contact — factual contact information.
Disclosure
This site is informational and reflects personal research and opinion. Nothing here constitutes an offer, solicitation, or investment advice.