Investor Summary

Mitchell Scott, CFA, serves as the founder and managing partner of Choice Equities Capital Management, bringing nine years of investment experience with primary areas of focus in small caps and distribution companies across various consumer and industrial verticals. Prior to founding CECM in 2017, Mitchell spent five years at KDI, a Barron's 2015 top 100 hedge fund where he was an analyst and portfolio manager of the Focused Distribution Strategy (FDS). Choice Equities Capital Management was created to continue offering clients the concentrated, capital appreciation vehicle previously known as FDS. He holds the CFA designation and has been involved in the academic investment community as a judge for investment competitions.

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Fund Strategy

Choice Equities is a boutique hedge fund manager that invests in public equities with the mindset of an opportunistic businessperson. As practitioners of the value investing discipline, they have borrowed critical elements from a tried and true investment philosophy and adopted an approach that maximizes their ability to generate compelling absolute and relative returns across all market cycles. They practice a fundamentals-based investment approach and conduct exhaustive due diligence with an eye towards multi-year investment horizons. They think like owners and believe their mindset resembles that of an opportunistic businessperson's, with their primary goal being compounding capital safely over the long term.

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FUND PERFORMANCE AS OF 30th June 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
13.40% 30.00% 21.60%