XVC rejects macro-driven investing in favor of a "micro before macro" philosophy that focuses on company-specific factors and organizational capability, using intensive field work to assess founders through decision-making frameworks, team-building ability, and learning agility rather than market conditions. The fund operates with extreme decision speed once they identify strong founders, maintains a highly concentrated portfolio of roughly 20 companies per fund with deep research and large position sizes, and provides hands-on operating support while being careful not to micromanage.