Enphase Q1: It Pays To Be Contrarian

Group 1 - The article highlights Oliver Rodzianko as a macro-focused investment analyst with a global perspective, emphasizing his expertise in sectors such as technology, semiconductors, AI, and energy [1] - Rodzianko manages a long-only, unleveraged portfolio aimed at capital preservation and capturing asymmetric upside during key market dislocations, with positions held through medium-term cycles [1] - The core of his investment strategy is the Nasdaq High-Alpha Black Swan Portfolio, designed for resilience and long-term outperformance, which is being formalized within an asset management firm [1]