Company Performance - EPAM Systems, Inc. reported strong Q2 results on August 7, indicating a growth recovery with significant organic acceleration across various verticals and geographies [1] - Despite an uncertain macroeconomic backdrop, EPAM's investments are contributing positively to its performance [1] Investment Strategy - The investment philosophy focuses on identifying mispriced securities by understanding the drivers behind a company's financials, often revealed through a DCF model valuation [1]