Group 1 - ASML stock has increased by 6.33%, outperforming the S&P 500's 4.73% gain, indicating a low-alpha profile which influenced the decision to sell the stake [1] - Invictus Origin, founded by Oliver Rodzianko, aims to deliver high annual returns through innovative portfolio strategies, particularly the High-Alpha Black Swan Portfolio [1] - The Invictus Hydra Portfolio maintains approximately 20% in dynamic cash reserves, allowing for strategic value investing during market disruptions [1] Group 2 - Oliver Rodzianko has extensive experience as a macro-focused investment analyst, specializing in sectors such as technology, semiconductors, artificial intelligence, and energy [1] - The investment process of Invictus Origin integrates U.S. market specialization with a comprehensive understanding of international markets [1] - The firm is characterized by resilience, performance, and disciplined capital stewardship, supported by a family office structure aimed at lower-volatility capital preservation [1]