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Deep research
Primary-source analysis of companies and sectors, not recycled sell-side notes. We build our own view from the ground up.
Begin the conversationDiscover asymmetric opportunities before they become consensus.
Poorman's Paradox Capital combines deep research, quantitative discipline, and AI-enhanced insight to uncover long-term value in specialized sectors.
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Our approach
We don't chase consensus. We challenge it.
Most managers follow the crowd. We look where the crowd isn't looking, in the sectors where the next decade gets built.
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Client voices
Research that holds up to scrutiny
Early conversations reflect a shared conviction: markets misprice what they do not fully understand. Our work aims to change that.
“Chase models scenarios others dismiss. His focus on long-term value in complex sectors is rare and disciplined.”
“A genuine behavioral edge. He challenges the prevailing narrative with data and asks better questions than most funds.”
“The research process is rigorous. He builds conviction through evidence and defends his thesis with clarity and patience.”
Our discipline
Rigor on every assignment
We pursue asymmetric opportunities through a disciplined, repeatable process built on deep research and quantitative analysis.
Core pillars
Deep research, quantitative discipline, behavioral edge, and AI insight.
Process stages
Observe, research, model, challenge, reach conviction, allocate, and monitor.
Primary sectors
Semiconductors, aerospace, and emerging technology drive the research.
Data sources
We start with fundamentals and challenge every consensus assumption.
Continue the conversation with Poorman's Paradox Capital
We're pre-launch and listening. Reach out to discuss how our research-driven approach could find asymmetric opportunities for you.
How we work
How does Poorman's Paradox Capital find asymmetric opportunities?
Through a disciplined process that pairs deep sector research with quantitative and behavioral analysis, we aim to identify long-term value where market perception diverges from economic reality.
Frequently asked
Seven questions about our process
Practical answers about how we research, decide, and work with clients.
Email your questionHow does the research process actually work?
We begin with deep fundamental research, then layer in quantitative models and behavioral analysis. Each idea is challenged from several angles before it earns conviction.
What makes your approach asymmetric?
We look for situations where market perception diverges from long-term economic reality, then model the potential upside and downside of that gap.
How do you use AI in your research?
AI helps process larger datasets, surface patterns, and test assumptions. The final investment judgment always comes from human analysis.
Why focus on technology and emerging sectors?
Rapid change can create unusually wide gaps between perception and reality. Disciplined research matters most where opinions are loudest.
What does pre-launch mean for clients?
We are building the firm deliberately: listening, refining the process, and preparing to allocate capital with real conviction.
How do you decide when to allocate?
Allocation follows the full process: observe, research, model, challenge, build conviction, then act. Patience is part of the discipline.