Buoyant Opportunities PMS follows a cross cycle investing approach based on the idea that different market capitalization indices, sectors and stocks operate in cycles and that a simple buy and hold framework misses these opportunities. The strategy adopts a Core and Satellite framework to dynamically adjust portfolio positioning depending on market conditions. During aggressive market cycles the allocation tilts toward satellite holdings to generate higher returns, while in defensive phases the allocation shifts toward core holdings to reduce risk. The portfolio typically holds up to 40 stocks and focuses on capturing opportunities across cycles rather than maintaining static allocations. The investment approach emphasizes valuation discipline with the belief that a good company is not always a good investment if valuations are excessive. Portfolio construction combines core holdings representing relatively stable businesses with satellite positions targeting opportunistic growth across sectors and market phases. Illustrative holdings include companies such as Axis Bank, ICICI Bank, State Bank of India, Aurobindo Pharma and Shriram Transport Finance Company which represent opportunities identified across different market segments. The strategy uses dynamic allocation across market segments and sectors as cycles evolve and focuses on long term capital appreciation through active positioning across economic phases. Sector agnostic. Market cap agnostic.