Investing in synthetic life and emerging materials

We are an independent research house that focuses on companies who are engineering life at the level of the atom, the cell and the neuron.

We take a thesis-driven, science based approach to finding great companies: relying on a network of scientists, engineers and thinkers we have cultivated over decades of work in research and development. 

We are an independent research house that focuses on companies who are engineering life at the level of the atom, the cell and the neuron.

We take a thesis-driven, science based approach to finding great companies: relying on a network of scientists, engineers and thinkers we have cultivated over decades of work in research and development.

1. We Help You Identify The Growth Companies of the Next Decade

• SIGNUM WATCHLIST: We currently have a watchlist of 76 future- filled companies working in fields such as gene editing, the microbiome, computing materials, neural interfaces and bioengineering.

• GLOBAL FOCUS: our clients are typically funds and family offices who are interested in breakout companies spread across China, US, Europe, Israel, Japan, and Korea.

2. Weekly Investment Briefings

• THE SIGNUM ALERT: Our weekly alert updates our clients on evolving themes and trends in foundational technologies and their impact, sector by sector.

COMMISSIONED BRIEFINGS: in the last year we have written briefings on life code, synthetic biology, graphene and carbon nanotubes, artificial emotional intelligence and the stretch technology goals for China and Japan.

 

3. We Torture Your Assumptions About What Is In Store Over the Next Five Years

BRAIN STORMING SESSIONS: We have found that one of the most fruitful things we do with new clients is to lead a small group brainstorming session on site to discuss the changes in store for your business over the next three to five years. We use these face- to-face sessions to discuss our recent findings and their impact on your investment strategy and portfolio.

We prepare you for a new economy: the companies that will thrive, the companies that will disappear, shocks, the new risks, the new investment methods, the new industries that will spring up from nowhere.

This scene is a troubling one for professional investors. It’s an age of structural uncertainty: with old platforms and trust breaking down, and new systems gestating.

Our conviction is that the world is still adjusting to two seminal events in 1953.

First, the discovery of the double helix of DNA, which signalled the start of our efforts to engineer life at the cellular level.

We believe that within the next five years it will be clear that gene science will be the single most powerful driver of the global economy over the next fifty. Many of the companies that will dominate the world will be those that can read, copy, store, and write the ‘life code’ — the adenine, thymine, cytosine, guanine of DNA.

Second, the thermonuclear bomb: which signalled the scale of our ambitions to engineer life at the atomic level. The computing structure that made the hydrogen bomb possible has now reached its limits and new architectures need to be built based on silcon hybrids, neuromorphic systems, photonics and in time, biochemicals.

We focus on companies making these changes: those seeking to engineer life at the level of the cell, the atom and the neuron. These are companies making use of tools such as CRISPR, generative design, 3D/4D printing, sensors, simulations, next generation sequencers and bio-inspired engineering.

Latest Briefings

DNA and the Future of Computing

DNA and the Future of Computing

The machine itself doesn’t look very impressive. In fact, it looks more like a home experiment…something you might use to distil your own gin or vodka. There are a few working parts: some glass bottles…some chemicals…a few sequencing devices. In total it cost...

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A Chronic Shortage of Bandwidth

A Chronic Shortage of Bandwidth

Remember the dial-up internet and the finger tapping timpani it yielded? Well, maybe a new era of the ‘world wide wait’ looms. Global internet traffic is growing by at least 25% a year — far outstripping the current growth in bandwidth with mobile traffic growing at...

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Book Your Free, Informal Consultation

We’ll discuss how we can help you to:

  • Identify any toxic investments that currently exist in your portfolio
  • Pinpoint those companies best positioned to thrive in the current climate
  • Flag up imminent potential risks in the short to mid-term (12 – 24 months)