Group 1 - The company ZIM is viewed as a bet on increasing trade uncertainty and the complexity of supply chains [1] - An expectation that ocean freight rates would rise was a key component of the investment thesis [1] Group 2 - Invest Heroes LLC is a research firm established in 2018, providing equity and fixed income research services [1] - The firm covers over 120 Russian, US, and Chinese stocks, as well as 200 Russian bonds [1] - The research team consists of 9 analysts and has gained recognition in the global market [1] - The firm has achieved milestones such as being included in Refinitiv and Factset, and has been recognized as top analysts for several Russian companies [1]