Watchlist

CSU is the cleanest high-conviction public equity add available. Mark Leonard's vertical-market software acquirer compounds at 35%+ CAGR with extraordinary capital allocation — 50+ years of acquisitions at 3–5× EBITDA with zero dividend and relentless buybacks. It fills the quality-compounder core of the public equity sleeve without manager-selection risk, and the buy is executed via any brokerage with no minimum. Score: 50/50 — no weaknesses. Immediate action: open a Canadian-brokerage-capable account (IBKR or Schwab International) and size a 5–8% position.

Giverny is the highest-quality manager allocation available for the concentrated public equity sleeve. François Rochon's 30-year audited record, 10–15 name portfolio, and Buffett-aligned owner-operator philosophy are exactly what the IPS calls for. An SMA structure keeps you liquid and transparent — no fund lock-up. The main diligence question is current SMA minimums (possibly $1M); if confirmed at $500K, this is an immediate Invest decision. Score: 45/50. Action: contact info@givernycapital.com this week and request ADV Part 2 + SMA terms.

Hustle Fund is the single most accessible VC entry point for a $5M individual LP. Elizabeth Yin and Eric Bahn built the fund explicitly for small-check LPs at $25–100K, with Angel Squad co-invest rights that provide direct deal access alongside the fund. This fills the VC allocation (target 5–8% of portfolio) without the $1M+ minimums that block access to marquee names. Track record is shorter (Fund III, ~4 yrs) but the access-per-dollar is unmatched. Score: 37.5/50. Action: apply as LP at hustlefund.vc, citing operator background and family-office thesis alignment.