Our mission is to find companies with high future potential based on their IP-value in order to derive alpha-generating investment strategies.
Patents represent a future legal monopoly on certain inventions and thus a legal competitive advantage.
They are intangible assets that are largely invisible on balance sheets.
We make these assets become measurable and provide them as an early indicator of future company growth.
Our focus is on valuing intellectual property (IP) assets such as patents and applying this knowledge to an investment strategy.
We are offering ready-to-use patent value datasets for all listed companies. We analyze and value all patents worldwide using a reliable, machine-based process and assign them to their current owners.
We develop quantitative factors and investment strategies based on the patent portfolio of a company. We deliver ready-to-use strategies that have been tested in countless simulations or solutions.
We are offering ready-to-use patent value datasets for all listed companies that are updated monthly.
Our patent data is used in the following indices and products.
NASDAQ US LARGE CAP SELECT DISRUPTORS INDEX (Symbol: NLCSD)
The Nasdaq US Large Cap Select Disruptors Index is designed to track the performance of large-cap, U.S.-listed companies, with high Disruption Scores. Companies are assigned a Disruption Score using a multifactor scoring model, which is based on multiple fundamental metrics such as Patent Value, Revenue Growth, R&D Expenses, and Gross Margins.
Linked Product: GraniteShares Nasdaq Select Disruptors ETF (Symbol: DRUP)
NASDAQ INNOVATORS COMPLETION CAP INDEX™ (Symbol: NCX)
The Nasdaq Innovators Completion Cap Index™ is designed to track the performance of the companies in the Nasdaq Composite Index, outside of the Nasdaq-100 Index® and Nasdaq Next Generation 100 Index®, that have the most valuable patent portfolios relative to their total market values.
Linked Product: Invesco Nasdaq Future Gen 200 ETF (Symbol: QQQS)
We applied different patent-based filtering strategies on several indices and funds (benchmarks), e.g. the top 30% companies with the most valuable self-invented patent portfolios. In all reference cases, we found at least one patent-based strategy that outperformed it's individual benchmark.
Top 30% companies with the most valuable self-invented patent portfolios of the MSCI World universe
The backtests were performed with equally weighted stock portfolios for the benchmark and the backtest strategy; rebalancing period was 6 month.
Top 30% companies with the most valuable self-invented patent portfolios of the NASDAQ Composite universe
The backtests were performed with equally weighted stock portfolios for the benchmark and the backtest strategy; rebalancing period was 6 month.
Discover our latest developments and most exciting news.
As part of the optimization of our own patent valuation indicators and patent valuation methodology, we regularly conduct studies, some of which we publish here.
Our team is interdisciplinary, intercultural, intellectual and pragmatic. We are made up of finance- and investment-, recognized IPR, information, AI and big data and sustainability experts. Our intersection is the search for novelty and solutions that no one has thought of yet.
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Joannis has more than two decades of experience, most notably as a quantitative analyst and fund manager at the asset management company of one of the top 5 banking groups in Germany, where he developed sophisticated trading models based on a quantitative algorithmic methodology as a consultant for institutional and private clients.
Markus is a true patent digital native. He spent many years researching in the patent data environment, focusing on structuring and harmonizing patent (raw) data as well as accurately assigning patents to their owners. As a business information computer scientist, he has the perfect expertise to link the domains of patents, IT and investment strategies.
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Oliver is the co-founder and CEO of InTraCoM GmbH, based in Bonn, Germany. It is one of the most recognized and award-winning patent valuation companies in the world. Oliver has over 25 years of experience in patent valuation and is one of the top 300 IP strategists in the world. He developed the method for automatic, indicator-based patent valuation, laying the foundation for today's technical implementations.
Andreas Zagos, a graduate of chemical engineering from the University of Stuttgart, embarked on his professional journey at the Fraunhofer Group in Stuttgart, specializing in innovation management and patents. He co-founded InTraCoM GmbH, a company offering services and software for patent research and analysis. One of his most significant contributions was the development of an indicator-based patent valuation method, which utilizes advanced AI, ML, and NLP technologies.
Spiros is a venture capitalist, futurist, keynote speaker and senior consultant for the wefox group, SparkLabs Global, Mediastalker, Yield Growth and F10 Accelerator. He is the first international influencer to achieve "The Triple Crown" ranking and was ranked No. 1 international influencer for FinTech, Blockchain and Artificial Intelligence (AI) by Onalytica.
Wolfgang is one of the founding members of the UN Principles for Responsible Investing (PRI) and chaired this organization for many years. As a board member of the UNPRI/UN Global Compact, he was closely involved in the development of the UN's 17 Sustainable Development Goals (UN SDG) and played a key role in shaping them. As a lawyer and economist, he actively supports the concept of IPR-Strategies to integrate ESG-relevant patents into a company's sustainability profile.
Our solution has been implemented by asset managers with over 300 billion euros in assets under management.
“I have never seen anything like what you have shown me. In the end this will allow us to also rate technical companies in a way we never could before.”
”The results that we have found whithin backtesting were better than most of the other factors that we used so far. There is a strong significance between the indicators that are derived from corporate patent values and the performance of the dedicated company.”
”We see an enourmous outperformance after we have tested your data. This is really incredible.”
Let's get into a conversation. Are patent data of interest for you as well? We would be happy to discuss together which solution and application possibilities would be a benefit for you.
