INCEPTUM FINANCE USA LLC
Investor Portal • Reg D 506(c)
Performance visualization•1999–2025

Opportunity FundDistressed, special situations, defense, and opportunistic finance across public & private markets.

Below is a return history with realistic fluctuation (including down years) and a capped compounded max drawdown.

Reg D 506(c)AUM: $157MTarget: 40% (target, annualized)
History Summary
Period
1999–2025
Avg Return
46.7%
Down Years
3
Max Drawdown
-9.8%
Disclosure: This is illustrative data created for design/storytelling. It is not actual performance and should not be relied upon.
Investment Approach

Strategy & Investments

Strategy

We target undervalued and distressed opportunities across public equities, private credit, and special situations. Our approach combines deep fundamental analysis with opportunistic timing to capture asymmetric returns. We focus on catalyst-driven investments where market dislocations create compelling risk-reward profiles, emphasizing capital preservation alongside aggressive growth.

Sample Investments

  • Distressed debt securities trading below intrinsic value
  • Special purpose acquisition companies (SPACs) with strong management teams
  • Defense sector equities benefiting from geopolitical shifts
  • Private credit facilities to middle-market companies
Compounding

Growth of $1

Max drawdown capped around -16%.

Note: Max drawdown here refers to the compounded curve (peak-to-trough), not a single-year loss.