Investor Intelligence

The constraint

Fundamental investors face a structural coverage problem that faster research tools do not solve.

10%

Universe coverage

A 3 to 5 analyst team can fully research fewer than 10% of an investable universe per year. The rest is monitored at best.

2nd

Crowd followers finish second

Following consensus research diligently means arriving after the opportunity has priced. Alpha requires seeing what the crowd has not yet modeled.

Retrieval is not analysis

GenAI tools make research faster. They do not make it deeper. They retrieve from the semantic space your data already occupies. They cannot restructure it.

What makes this different

Hypericum models the competitive and economic structure of companies before AI retrieves from that structure.

Retrieval tools

AlphaSense, Tegus, Hebbia and their peers

Operate on the documents your data already contains. Accelerate the retrieval of existing analysis. The modelling judgment remains entirely with the analyst. Intuition is not augmented: it is faster.

Hypericum

Meaning infrastructure applied to investment research

Companies are modeled using a proprietary attribution layer before any retrieval occurs. Competitive structure, moat depth, substitution risk, customer adhesion, and operating leverage are encoded as governed, queryable structure rather than left to keyword inference. AI then retrieves from that curated knowledge base.

	Retrieval tools (GenAI)	Hypericum
Need served	Research efficiency	Research augmentation and performance
Core capability	Data retrieval	Relevant-information discovery from structured competitive models
Modelling	By analyst	By analyst and by Hypericum
Intuition	Analyst only	Analyst augmented by structured inference
Output	Document summaries and reports	Proprietary competitive profiles and graded opportunities

What we deliver

Four analytical capabilities, built on Hypericum's meaning infrastructure.

Company analytics

"What substitution risk does Novo Nordisk face in its flagship products?"

"How durable is MongoDB's competitive advantage?"

Deep structural analysis of features that matter for a given company type: moat depth, substitution risk, customer adhesion, operating leverage, valuation inputs. Every assertion traceable to underlying data.

Search and filter

"Find sticky, specialist companies with downstream encirclement trading below 12x EBIT"

"Show me companies today that structurally resemble Netflix in 2015"

Query by profile, characteristic, or company-period analogy. Works on static profiles and time-indexed comparisons. Returns ranked matches against Hypericum's structured knowledge base.

Signal discovery and monitoring

"Tell me anything likely to impact this company's growth prospects"

"Where does Shopify face substitution risk?"

Continuous monitoring across portfolio and watchlist, surfacing historically predictive structural combinations. Which features and recent events have preceded inflections in similar businesses?

Performance and valuation bridge

"How much operating leverage is in this business?"

"Which customer adhesion features predict strong EBITDA performance?"

Connects competitive structure analysis to investment decision. Maps observable and derived features to financial performance (EBIT growth, ROIC, free cash flow margin) for a given company type at a given point in the business cycle.

Demonstrated impact

13^%

improvement in top-performer identification across back-tested models

4^%†

alpha generation in back-tested fund engagement models

3–4^×

research bandwidth expansion per analyst team

† Based on engagements with institutional fund clients. Results reflect specific investment strategies and market conditions prevailing at the time of analysis and are not indicative of future performance. Past results do not guarantee comparable outcomes.

How we work

Hypericum works with a small number of investment teams. Engagements are bespoke, selective, and built around your framework.

Scoping conversation

We begin with your investment process, universe, and analytical priorities. Hypericum's knowledge infrastructure is mapped onto your existing framework: moat scores, rating systems, or bespoke competitive models.

Ongoing research support

Analytical support structured around your portfolio and watchlist. Hypericum delivers structured competitive profiles, signals, and opportunity identification. All auditable, all traceable.

Framework integration

Hypericum's taxonomies can be mapped onto your existing competitive advantage scores and proprietary rating systems. The intelligence layer integrates with your process rather than replacing it.

Discuss a partnership

We work with a small number of investment teams. If you are evaluating how structured meaning infrastructure could improve your research process, we would like to hear from you.

Hypericum is not a software subscription. Engagements are structured around your process, your universe, and your analytical priorities.

Initial conversations are confidential and carry no obligation. We will tell you directly if we do not think there is a fit.

Get in touch

Structured competitive and performance intelligence for fundamental equity investors.

Structured competitive and performance intelligence
for fundamental equity investors.