Investing can be hard.
Screening ideas, building conviction, staying invested under pressure, and learning from the trade - over and over - is not easy.
Afflint's multi-disciplinary approach tackles this cleanly.
The durable edge isn't better information. It's judgment calibration that sharpens over time.
Hypotheses start with first principles
First principles probe why something would work, and not.
Continue readingJudgment doesn't calibrate on its own
Chess players know its not more games, its reviewed games.
Continue readingDiscretionary portfolio management
Investing is hard enough when the analysis is right. When we manage portfolios, its first principles in, ego out, and judgment that calibrates over time.
AdvisoryCustom research for investors
Portfolio design, thesis stress-testing, strategy evaluation. For advisors, commercial clients, family offices, and individuals. We run the process, and you decide what to do with the results.
ResearchFirms like Renaissance, Two Sigma, and Bridgewater that disrupted this industry all came from outside it. Afflint was built in that spirit — from systems engineering and data science.
Our outside perspective led us to ask a question many firms weren't building around: what about the manager? We tackle both: the model, and the manager working under pressure.
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