The Innovation Factor
We live in a golden age of innovation and scientific discovery. The unveiling of ChatGPT in November 2022 and the subsequent wave of AI applications were a Sputnik moment that instantaneously caught the attention and the imagination of everyone on the planet. Just about every day there’s news about yet another ancillary benefit from the weight-loss wonders drug GLP-1, developed by Eli Lilly and Novo Nordisk among others. These advancements are just the tip of the iceberg; from autonomous vehicles to humanoid robots to CRISPR gene editing and AI-driven drug discovery, groundbreaking technologies are emerging at an astonishing pace, reshaping our understanding of what’s possible.
Key Research Topics
- Unlock the Power of Innovation: Discover how a systematic approach to identifying innovative companies can help capture the growth potential of the next big thing. Our blog & whitepaper explore the power of innovation in the form of R&D persistence and explain how innovation leads to better subsequent operating performances
- Go Beyond Hype and Identify Genuine Innovators: Innovation is a vague concept that can be difficult to pin down, but our research reveals that successful innovation manifests in value intangible capital, such as new products, drug formulas, or recipes of automated manufacturing processes. Learn how to identify genuine innovators and separate them from hype.
- A New Era of Innovation Investing: The traditional approach to innovation investing has been based on either opaque active stock-picking or exchange membership, but our research shows that innovation may be systematically identified. Discover how such a systematic approach to identifying innovation represents a better way to gain exposure to the growth potential of innovative companies.