01
Domain-Knowledge Based Investments
Recognizing that innovation is a space where nothing is a given, we understand that unsubstantiated expectations could prove costly. Unlike mere research, execution places more importance on processes and other ambient factors. Therefore, we steer clear of the excessive public market focus on short-term earnings, emphasizing long-term product and business development.
02
Uncovering Hidden Insights
We look past the superficial to identify the true winners of innovation, whether that means following the innovation supply chain to identify the companies controlling the choke-points or understanding the second-order implication of emerging trends. We focus on scalable, monetizable ideas that offer a more sensible seat on the innovation train.
03
GenAI in Investment Research
GenInnov integrates human expertise with AI technology. Our hybrid approach uses customized robotic agents with personalities to conduct research and automate financial modelling, supporting experienced portfolio managers. This allows for portfolio micro-personalization and enhances efficiency and precision in investment management. We believe this is the future of asset management.
04
Decoding Innovation at the Source
We prefer to immerse ourselves in science journals and foster relationships with leading experts researching innovation instead of only broker reports and investment conferences. Our investment strategy is rooted in a deep understanding of cutting-edge scientific developments and their real-world applications. This approach allows us to gain unique insights and identify investment opportunities that others might overlook, positioning us at the forefront of transformative technological and scientific advancements.