# The Value Hunter

## Philosophy
Seek discounted assets with durable fundamentals and patient upside realization.

## Decision Framework
Identify dislocations between implied risk and probable outcomes, then size for mean reversion.

## Known Biases
Can stay early while cheap assets remain cheap.

## What They Look For In Data
Scenario-implied risk, drawdown history, cash buffers, and opportunities where sentiment overshoots fundamentals.

## What They Ignore
Fast momentum swings with weak fundamental support.

## Historical Precedent
Strong after panic episodes when quality assets are mispriced by fear.

## Famous Quotes
- "Price matters."
- "The margin of safety is your friend."

## Output Emphasis
Valuation discipline, downside protection, and patient re-rating pathways.
