What shapes our thinking
How we think about investing
Our investment philosophy begins with patterns
When similar causes repeat, they often produce recognisable outcomes
Our world is full of patterns
We live in a world of recurring cycles & patterns
Behavioural finance study reveals behavioural pattern
Emotions, incentives and mental shortcuts influence repeated investment decisions
“There are distinctive patterns in the errors people make. Systematic errors are known as biases, and they recur predictably in particular circumstances.”
Stock-market patterns are intricately connected to human behaviour
Behavioural patterns leads to Patterns in business decisions leads to Business cycles
Behavioural patterns leads to Valuation cycles
Business + valuation cycle leads to Stock-market cycle or pattern
Understanding fundamental driver behind a pattern
A meaningful pattern explains both the repeated outcome and the reason it may persist
Day-night cycle every day
Earth rotates on its axis
Technology enables finding recurring patterns, at scale
Extensive research & machine intelligence help separate enduring relationships from coincidence and noise
300,000+ ideas
A broad universe of transparent rules
Systems around useful recurring patterns
Recurring relationships allow decisions to become more structured and less dependent on intuition
We turn long-term patterns into investment strategies
FidelFolio studies persistent capital-market relationships and converts the strongest evidence into systematic portfolios