Investor Summary

Samer Hakoura is the founder and Chief Investment Officer of Alphyn Capital Management with 25 years of experience managing family businesses and investment portfolios. His background includes working at Deutsche Bank London on over $11 billion in M&A and financing transactions. He holds an MBA from the Wharton School (2003-2005) and a MChem from Oxford University (1994-1998), with two peer-reviewed publications and Series 65 FINRA certification. Hakoura commits 70% of his investable assets to ACML's strategies, ensuring complete alignment with clients. His practical experience includes owning and operating a supermarket business in Turks and Caicos for 15 years.

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Fund Strategy

Alphyn Capital Management adopts a 'business owner mindset' towards investments, developed through 25 years of managing money and operating family businesses. The firm focuses on reducing the risk of permanent capital loss while optimizing portfolio growth and tax advantages. ACML's selection process is inspired by Warren Buffett's successful use of insurance float to compound capital at Berkshire Hathaway. The firm seeks superior businesses with 'synthetic leverage' run by talented managers who wisely reinvest external funds to generate excess returns. These 'equity compounders' are companies with distinct market advantages that drive maximum shareholder returns over the long term. The firm believes in combining multiple avenues of compounding to maximize investment returns. The portfolio is concentrated, typically holding 15-20 positions with high conviction based on thorough research. ACML maintains 17% in cash or treasuries for flexibility to capitalize on new opportunities.

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FUND PERFORMANCE AS OF 30th September 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
8.2% 3.0% 11.2%