Investor Summary

Ali Motamed is the Founder, Managing Partner, and Portfolio Manager at Invenomic Capital Management with over 20 years of financial industry experience. He holds degrees from UCLA and a Harvard MBA, and is a CFA charterholder. Previously, he co-managed the Boston Partners Long/Short Equity Fund (BPLEX/BPLSX) and was awarded Portfolio Manager of the Year in the Alternatives Category by Morningstar in 2014. His early career included positions in global mergers and acquisitions teams at Deutsche Bank and BT Wolfensohn. He founded Invenomic in 2015 and has consistently employed the firm's investment strategy throughout his career. The firm has grown to 18 employees serving five clients with $3.2 billion in assets under management as of March 2025.

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Fund Strategy

Invenomic employs a disciplined, fundamentally-driven research process to build a diversified portfolio of primarily U.S. focused long and short equity investments designed to provide competitive performance in most market environments. The firm leverages quantitative analysis on the front end to source ideas and then applies traditional fundamental analysis. Focus on the US market allows them to mitigate valuation disparities among regional markets and minimize impact from non-core variables such as currency and regulatory environment. They believe financial statements, earnings transcripts, and company filings are the most reliable sources of information, with management meetings used primarily to understand capital deployment. Diversification serves as a paramount risk management tool while providing access to the entire spectrum of market opportunities. The firm aims to generate positive absolute returns through disciplined short selling and long positions focused on companies with strong free cash flow potential at attractive valuations.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
16.8% 5.0% 4.6%
2025 2024
4.6% -8.8%