Investment Advisory Insights

Strategic perspectives on tech investment, portfolio optimisation, and value creation

The AI Talent Crunch: Should You Build or Buy?
March 2024
Investment Strategy

The AI Talent Crunch: Should You Build or Buy?

As AI redefines competitive advantage across industries, investors face a critical decision: build AI capabilities in-house or acquire them externally? This analysis explores the strategic considerations, latest research findings, and expert commentary to help you make informed decisions.

By Investment Strategy Team
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Data Wars: Evaluating Data Strategy & Ownership
January 2024
Investment Strategy

Data Wars: Evaluating Data Strategy & Ownership

In the current digital marketplace, data is a powerful strategic asset that can redefine competitive advantage. Learn how clearly defined data rights and governance can reshape valuations, streamline integrations, and alter the risk-reward equation for investors.

By Investment Strategy Team
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Me-Too AI: Spotting Genuine Innovation vs. Hype
March 2024
Investment Strategy

Me-Too AI: Spotting Genuine Innovation vs. Hype

For every company genuinely embedding AI into its core strategy, countless "Me-Too" contenders simply tout AI buzzwords. Learn how to separate authentic innovation from superficial hype and unlock superior returns while mitigating risky bets.

By Investment Strategy Team
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Technical Debt: The Hidden ROI Killer in AI Startups
February 2024
Investment Strategy

Technical Debt: The Hidden ROI Killer in AI Startups

In the competitive AI landscape, technical debt can undermine portfolio returns. Learn how forward-thinking investors prioritize architectural robustness to position themselves for sustainable gains and avoid costly setbacks.

By Investment Strategy Team
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The API Trap: Hidden Costs of Third-Party AI Dependencies
March 2024
Investment Strategy

The API Trap: Hidden Costs of Third-Party AI Dependencies

While third-party AI APIs offer quick wins and operational efficiency, they often come with hidden costs from vendor lock-in. Learn how investors can safeguard their portfolios from these pitfalls and balance innovation with prudent risk management.

By Investment Strategy Team
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