Investor Summary

Daniel Bellehsen, CFA, serves as Founder and Chief Investment Officer of 8th Wonder Investments LP, bringing over 13 years of finance and investing experience to the role. He holds a Bachelor of Business Administration in Business Economics from The George Washington University School of Business and has earned the CFA designation. Bellehsen's professional background spans portfolio management and equity research, including recent executive experience as Executive Vice President of Investor Relations and Corporate Development at ibex Limited from August 2021, where he reported directly to the CEO. Prior to this executive role, he worked as a portfolio manager at Columbia Threadneedle Investments, where he notably became one of ibex Limited's largest shareholders, demonstrating his ability to identify and build meaningful positions in attractive opportunities. His earlier career included equity research positions at prestigious firms including TCW, PIMCO, and Wells Fargo Securities, providing comprehensive experience across the investment value chain. Based in Miami Beach, Florida, Bellehsen combines analytical expertise with operational insight gained from both buy-side and corporate perspectives. His unique background in both investment management and investor relations provides deep understanding of both analytical and operational aspects of public company management, positioning him to effectively evaluate CEO quality and capital allocation capabilities.

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Fund Strategy

8th Wonder Investments is a concentrated investment fund with a long-biased focus on public equities. The fund seeks to invest in companies that possess strong growth prospects, are trading at attractive prices, and are led by outstanding 'Outsider' CEOs and capital allocators. The investment approach emphasizes quality leadership, valuation discipline, and growth orientation through a concentrated portfolio strategy. The fund's goal is to preserve capital and generate attractive risk-adjusted returns over the course of market cycles. The mission centers on uncovering the next generation of 'Outsiders' - exceptional leaders capable of driving meaningful strategic changes and superior capital allocation. This fundamental analysis-driven strategy prioritizes long-term value creation through identification of exceptional CEO talent combined with attractive valuations. The approach represents a focused alternative to broad diversification, emphasizing deep research and conviction-based investing. The strategy aligns with research suggesting outsider CEOs generate significant value through strategic changes, particularly during planned succession scenarios. The fund maintains a disciplined approach to risk management while seeking to capitalize on market opportunities created by exceptional leadership and attractive pricing.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
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