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Notes on building institutional intelligence.
Long-form thinking on where investment research is going. For PMs, CIOs, and the people who care how this category actually evolves.
Research process 5 min read
Faster search is not the same as better investment research
Finding a source is useful. Knowing what it changes about an investment is the harder job. A research process needs to do both, and remember the answer.
Clargus Team
Research continuity 5 min read
Your research should survive the next quarter
The investment memo captures a view at one moment. The assumptions, sources, and unresolved questions need a life beyond that moment.
Clargus Team
Portfolio research 5 min read
Different holdings can hide the same risk
Sector labels do not tell the whole story. Shared suppliers, customers, financing, or regulation can connect investments that look unrelated on a portfolio screen.
Clargus Team