CID helps fund discover leading and investable tech innovators
How The Singularity Group and CID partnered up to separate the true (and successful) innovators from the hype.
At a glance
In a world where everybody is talking about innovation and technology, it can be hard to identify true innovators. The Singularity Group (TSG) has found a way.
To cut through the market noise, media hype and buzzwords surrounding “innovation”, TSG only invests in applied innovation. And it does so with the help of CID.
TSG concerns itself with the value chains and the real work penetration of new technologies.
Applied innovation is therefore the best measure of true innovation – and enables them to separate the Nokias and Netscapes of the world from the Apples and Googles.
The challenge
How do you identify applied innovation in a market crowded with speculation and hearsay?
With the huge proliferation in technological advancements showing no sign of slowing down, there’s never been a greater opportunity to uncover the next unicorn business. But this isn’t easy.
TSG’s strategy puts Think Tank-fueled analysis and tangible, real-world evidence before opinion and fundamentals before market hype.
That’s why it’s been so successful in investing in companies that generate actual revenue from innovative, game-changing technologies today.
While thematic approaches mostly follow trends and customer demand, an applied innovation portfolio covers many themes on a continuous basis, and by default – with TSG seeing innovation as a constant rather than cyclical phenomenon.
When it comes to identifying innovation, TSG also needs to stay ahead of the game – instead of being late to or even missing out on the game.
The results
The fund combines human expertise, fundamental data, and AI to optimise its selection of relevant investment targets.
A deep understanding of Singularity Sectors and their value chains enables TSG to capitalize on innovation by identifying it, wherever it’s happening (i.e. not just in the tech sector).
With the use of AI, TSG supports research & equity analysts in their research process with self-service, no-code tools that puts rich insights at their fingertips.
Learn more at https://singularity-group.com
We focus on cash generation with innovation across industries through understanding technology value chains. This is what sets us apart from classic “theme funds”.
Evelyne Pflugi, CEO and Co-Founder, The Singularity Group
You might be interested in
See how other Asset and Wealth Managers have enriched their investment practices.
A leading bank uses Affinity to create more effective client and prospect interactions, more often
Find out how one of the world’s leading banks put hyper-relevant and timely prospecting and client insights at its advisors’ fingertips.
How CID and FactSet’s Thematic Intelligence and Investments opened up the world for the first plant-based ETF
Discover how the world’s first plant-based ETF built comprehensive thematic lists that delivered high performance – despite only operating with a…
Affinity helps a leading bank tap into a new business-critical market
Find out how CID used AI and connected data to help one of the world’s leading banks break into the mass affluent market.
Affinity enables the richer analysis of developments & trends in capital markets
See how FCFI and CID automatically captures and assesses trends for more efficient and transparent investment solutions.
Thematic Intelligence Generates Alpha in an Index Tracking Strategy
See how CID and Raise Partner make it easier to optimise thematic portfolios.