Research
Research
Methodology notes and published research — how we build portfolios and how we read innovation.
Everything here follows one rule: a reader should be able to follow the reasoning from raw inputs to final output without taking anything on faith.
Investment advisory
Choosing risk with eyes open: how we build a strategic allocation — The split between safe and risky assets decides more than any fund selection that follows. How an asset-liability study, honest market assumptions and a thousand simulated decades put that decision in full view.
Decarbonisation
From patents to portfolios: why we read the patent record — Why revenue screens look backwards, why corporate narratives cannot be trusted, and why the patent record — costly, examined, public — is the most reliable forward-looking evidence of who is building the energy transition.
Defining the technologies: IPC, CPC and the art of the query — How international patent classifications turn a vague theme into roughly seventy narrowly defined technologies, and how each becomes a search query applied identically to every company in the world.
Scoring the leaders: from patents to a ranking — Three families of signals standardised within each technology, an aggregation designed so that concentrated leadership wins over sheer filing volume, and the impact guardrail that keeps the portfolio honest.
Data partners: Patsnap (patents), Sustainable Platform (impact), Portfolio Optimizer (optimisation engine).