Seeking Alphaยท2025-06-24 11:51Group 1 - AMD is recognized as a critical asset in the AI sector, highlighting its importance in the Western technology landscape [1] - Invictus Origin, founded by Oliver Rodzianko, aims to become a globally recognized actively managed fund with innovative portfolio strategies [1] - The flagship Nasdaq High-Alpha Black Swan Portfolio is designed to outperform the Nasdaq-100 while maintaining approximately 20% in strategic cash reserves for downside protection [1] Group 2 - Oliver Rodzianko has extensive experience as a macro-focused investment analyst, specializing in technology, semiconductors, artificial intelligence, and energy [1] - The investment process of Invictus Origin integrates U.S. market specialization with international market awareness, aiming for durable outperformance [1] - The firm emphasizes disciplined capital stewardship and is developing a family office structure for lower-volatility capital preservation [1]