Investor Summary

Nelson Wu founded Open Square Capital, LLC in August 2015 and serves as its Managing Director, bringing over 20 years of international business and consulting experience across the US, Asia, and Europe. His extensive background includes mergers and acquisitions, cross-border transactions, legal entity optimization, and overseeing the legal entity structure of a Fortune 500 company with more than 100 subsidiaries worldwide. Wu holds a Bachelor of Arts from UC Berkeley and a Juris Doctor from the University of Minnesota Law School, is licensed to practice law in California, and passed the Series 65 examination in November 2014. He has maintained clean regulatory standing with no disciplinary or disclosure events since beginning his investment adviser career in 2016.

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Fund Strategy

Open Square Capital believes that investing principles should be simple, but investing will never be easy. The firm maintains that the market is inefficient and that the balance between greed and fear is seldom at equilibrium. They emphasize that patient investors with patient capital can outperform, and that true investing results cannot be judged on short-term timeframes as short-termism leads to short-sightedness. The firm believes volatility is not the same as risk, and that often the best investments are made when times are uncertain. They reject the safety of unanimous opinion, believing that thoughtful contrarianism can lead to extraordinary results. Open Square Capital operates with an unconstrained approach and an open mandate to explore opportunities, leveraging existing knowledge while remaining committed to understanding new ideas and novel ways of thinking.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
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