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Group 1 - The article highlights Oliver Rodzianko as a macro-focused investment analyst with a global perspective, emphasizing his expertise in public equity strategy and sectors like technology, semiconductors, AI, and energy [1] - Rodzianko's investment approach is characterized by a valuation discipline and a focus on long-term fundamentals, managing a long-only, unleveraged portfolio aimed at capital preservation and capturing asymmetric upside during market dislocations [1] - The Nasdaq High-Alpha Black Swan Portfolio is central to Rodzianko's strategy, designed for resilience and long-term outperformance, with plans to formalize this framework within an asset management firm [1]