Core Insights - The article discusses the establishment of Novo Capital, a consulting firm focused on providing strategic insights and analysis for private banking clients in Central Asia, leveraging the founder's five years of experience in the industry [1] Group 1: Company Overview - Novo Capital was founded by a consulting specialist with half a decade of experience in delivering strategic insights for private banking clientele [1] - The firm emphasizes a resilient methodology developed during periods of global market volatility, focusing on corporate valuation and due diligence for investment opportunities [1] Group 2: Investment Philosophy - Novo Capital aims to generate "alpha" by discussing investment ideas that are often overlooked, emphasizing the importance of out-of-consensus information [1] - The firm was created with the goal of guiding long-term investment strategies through accurate forecasts [1]

Group 1 - Celestica (NYSE: CLS) is benefiting from a strategic shift towards serving large hyperscale customers in the communications end market [1] - Key margins for Celestica have been consistently improving [1] Group 2 - Novo Capital's analyst has developed a resilient methodology focusing on corporate valuation, due diligence for investment opportunities, and crafting accurate forecasts [1] - The goal of Novo Capital is to discuss investment ideas and gain "alpha" through out-of-consensus information [1]