Insights

Turning innovation into an investment signal

Research, explainers and worked examples on patent data for fundamental equity investors.

Four Head-to-Head Case Studies Where Patent Data Was Predictive of Excess Returns

NVIDIA, Arista, RTX and Eli Lilly Performance vs Competitors

Across Thousands of Listed Companies, the Most Inventive Grew Revenue Twice as Fast as the Least Inventive

Patent data gives investors a way to measure innovation beyond R&D spending and management commentary.

Your pick, your data. We analyse the company or theme you choose, live in the session.

See what others miss. Innovation strength, quality and competitive position, drawn from patent data.

30 minutes, no prep needed. You leave with at least one insight you didn't have before.

Your contact

Dwip Shah

Head of Sales, Software Solutions

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