Investor Summary

Khadir N. Richie serves as Chief Investment Officer, Founder, and Managing Member of Richie Capital Group, bringing over 20 years of diverse experience in investment banking, equity analysis, management consulting, private equity, engineering, and software programming. He holds a Bachelor of Science in Electrical Engineering from The University of Texas at Austin and an MBA from The Wharton School of the University of Pennsylvania. Richie previously held Series 7, Series 63 (FINRA), and Series 65 (NASAA) licenses and served on the Alumni Executive Board of Directors of The Wharton School from 2007 to 2016. He founded the firm in 2015 and returned to Austin in 2018 with his family to establish the company's operational base. Demonstrating personal conviction in his investment process, Khadir has committed a significant portion of his own assets to the firm's strategies.

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Fund Strategy

We seek to identify unique, undiscovered, smaller companies and special situations that are mispriced to form a high-conviction, concentrated portfolio. We form high conviction, concentrated portfolios (typically 15-20 names) with a long-term focus (3-5 years). Wall Street has limited coverage for smaller companies, creating inefficiencies and opportunities for alpha creation. We perform extensive research and analysis in sectors that we know well and leverage our past business experience. Our investments are heavily weighted in sectors where we have a depth of experience and expertise that we believe provide us an edge. We incorporate a qualitative analysis which leverages our decades of industry experience to provide us with insights that are difficult for others to duplicate.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
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