Name: Southern Peak Capital

Contact information: [email protected]

Operating Name: Southern Peak Capital Management

Founded: Dec 5, 2025

Structure: Student Investment portfolio

Founder & Portfolio Manager: Charlie Davenport Perkins

Description: Southern Peak is an investment portfolio based on long-term equity growth and disciplined risk management and benchmark tracking.

Investment strategies: The company focuses on high-quality growth companies with strong fundamentals, supplemented by index exposure to manage volatility.

Objective: The objective of Southern Peak Capital is to achieve long-term capital appreciation while managing downside risk, with performance evaluated relative to major market benchmarks.

Risk Framework: Position sizing limits and benchmark-based performance evaluation are applied

Review Process: Portfolio performance and holdings are reviewed on a monthly basis, with adjustments made based on fundamentals, market conditions, along with risk considerations.