GenInnov Identifies companies with proven track record and scalable innovations; the selection process focuses on the ability to monetize and retain the business moat over a period
We identify inflection points early by following first-principles science, not financial headlines
Different Processes
Our process combines AI tooling with domain judgment and writing to refine conviction
Different Portfolio
Innovation is concentrated—so our portfolio looks nothing like traditional indexes
Different Performance
Our returns come from differentiated inputs, not crowded trades
Different Thinking
We identify inflection points early by following first-principles science, not financial headlines
Different Processes
Our process combines AI tooling with domain judgment and writing to refine conviction
Different Portfolio
Innovation is concentrated—so our portfolio looks nothing like traditional indexes
Different Performance
Our returns come from differentiated inputs, not crowded trades
OUR PROCESS
A Global innovation wave
led to a Global fund
02
Research & Shortlist
Disciplined writing sharpens conviction
We wear our views on our sleeves through our openly available GenInnov articles. The dialog is valuable and intrinsic to our investment process. Writing is how we refine and crystallise our thinking; They help connect with/learn from domain experts and industry leaders.
03
Financial Screening
Scalable, defensible, monetizable Innovation
We require profitability, capital discipline and IP defensibility – Innovation must be monetizable. We focus on innovation signals, not legacy corporate cycles. We balance valuation comfort and potential catalysts from the innovation efforts.
04
Sizing & Portfolio Fit
We size positions by thesis strength
Our portfolio is constructed bottom-up around innovation, not benchmark allocations. Sizing reflects thesis strength, not market cap.
Risk mitigation
Portfolio Weightage
~50%
Prime Innovators
~50% weight in portfolio.
Trustworthy, industry leaders, estd. & profitable innovations.
Sensibly valued.
6-8 stocks.
~25%
Specky Diamonds
~25% weight in portfolio.
Qualitatively like prime innovators.
Blemishes like lofty valuations, unproven leaderships, financial imperfections.
6-8 stocks.
~17%
Bold Bets
~17% weight in portfolio.
Daring bets.
High potential, but with risks.
6-8 stocks.
~8%
Future Frontier
~8% weight in portfolio.
Early stage disruptors, trailblazers.
Execution risk.
6-8 stocks.
RISK MITIGATION
Portfolio Weightage
~50%
~25%
~17%
~8%
Prime Innovators
~50% weight in portfolio.
Trustworthy, industry leaders, estd. & profitable innovations.
Sensibly valued.
6-8 stocks.
~50%
~25%
~17%
~8%
Specky Diamonds
~25% weight in portfolio.
Qualitatively like prime innovators.
Blemishes like lofty valuations, unproven leaderships, financial imperfections.
6-8 stocks.
~50%
~25%
~17%
~8%
Bold Bets
~17% weight in portfolio.
Daring bets.
High potential, but with risks.
6-8 stocks.
~50%
~25%
~17%
~8%
Future Frontier
~8% weight in portfolio.
Early stage disruptors, trailblazers.
Execution risk.
6-8 stocks.
GENAI AGE INVESTMENT RESEARCH
Traditional ++ Unconventional
Internet
Arxiv
Science Journal
WSJ/FT
Economist
Sell Side
Corporate Access
Quarterly Results
Annual Forecasts
Internet
Arxiv
Science Journal
WSJ/FT
Economist
Sell Side
Corporate Access
Quarterly Results
Annual Forecasts
WHY GENINNOV?
We believe in Innovation Investments
Why not passive?
Passive investment strategies best in stable, growth environment.
Why not venture?
Venture investments are ideal with low copiability and when success rates are reasonable.
Why not private?
Private innovation investments where a single bright idea can cause network effect that creates a multi-period winner (ex:- Amazon, Google, Facebook, Uber etc.)
Why not just US?
A host of factors to cause many innovations to progress better globally.
Why not just tech?
True GenAI winners will be eventually downstream in applications outside tech, rather than upstream in AI creation.
Why not spray-and-pray?
Compounders, selected on the basis of fundamental investment principles, in a long-term growth theme like innovation.
Global Innovation Megatrends
We think differently, and we write about it. These megatrends are uncovered through our ongoing research-led discovery process, mapping deep inflection points reshaping global industries
