Amazon's Robotics Revolution Has Quietly Arrived

Company Overview - Invictus Origin is a high-alpha investment management firm founded by Oliver Rodzianko in May 2025, aiming to become a globally recognized actively managed fund [1] - The firm is developing innovative portfolio strategies, particularly through its Nasdaq High-Alpha Black Swan Portfolio, designed to sustainably outperform the Nasdaq-100 [1] Investment Strategy - The Nasdaq High-Alpha Black Swan Portfolio maintains approximately 20% in strategic cash reserves, providing downside protection and flexibility during market disruptions [1] - Oliver Rodzianko emphasizes a disciplined investment approach focusing on fundamental valuation, long-term market cycles, and sector expertise in technology, semiconductors, artificial intelligence, and energy [1] Analyst Expertise - Oliver Rodzianko has a strong reputation as an investment analyst, having contributed to platforms like Seeking Alpha, TipRanks, and GuruFocus, providing actionable insights to sophisticated investors [1] - The investment process integrates U.S. market specialization with comprehensive international market awareness, aiming for durable outperformance by navigating market dislocations and intrinsic value cycles [1] Firm Characteristics - As CEO, Oliver Rodzianko aims to establish Invictus Origin as a firm characterized by resilience, performance, and disciplined capital stewardship [1] - The firm is also developing a complementary family office structure focused on lower-volatility capital preservation [1]