Ascentech K.K.

• SS Stone Sentinel Capital Risk before reward: Q226 letter to partners ↗ Stone Sentinel Capital argues that unpopular stocks offer lower expectations and greater downside protection than crowded AI beneficiaries, whose capital spending may outrun sustainable demand. The portfolio added Marex on its clearing-market advantages, while retaining Ascentech and Protasco despite market skepticism over their operating results and valuations. Year-to-date as of June 30 2026 MRX $5.2BAMZN $2.7TGOOGL $4.2T +3

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