A Letter from the New Principal Manager

We believe Ike’s traditional approach to portfolio management, coupled with KDM’s long-term investment horizon, will serve clients well.

This is an exciting combination of two closely aligned firms that will build on the high level of dedicated attention and thoughtful portfolio construction that have been hallmarks of both companies.

Thank you to all KDM clients for your continued support. And thank you to IKE clients for the opportunity to work with you.

Investment Approach

At Ike Capital, we effectively leverage data to make better informed investment decisions and invest in long-term themes that are built to last – not headlines that fade by next quarter.

We believe real financial growth comes from aligning with powerful shifts in the world – technologies, industries, and behaviors that are still in the early stages of multi-year or even multi-decade evolution. Think:

• Artificial intelligence and enterprise automation
• The emergence of humanoid robotics
• Next-generation chip innovation and infrastructure
• The evolving needs of an agentic economy
• Cryptocurrency and the future of decentralized finance

These are not flash-in-the-pan plays. They are deep, structural opportunities that, when approached with discipline, offer exceptional potential for patient investors.

As your investment advisor and fiduciary, our job is to filter the noise, identify what truly matters, and help you build a portfolio that stands the test of time—not just the next market cycle.