A generational opportunity.
Every technology transition that has created a civilisational-level change (think: the wheel, printing press, steam engine, electricity, and most recently, the internet) has concentrated wealth in a similar way.
We are currently in the early years of a new age of intelligence, and the single largest infrastructure buildout in human history is underway right now.
The race to build data centres and acquire more computer power is reshaping energy markets, causing the US and China to secure their own supply chains of rare earth minerals and creating unprecedented investment opportunities as governments and the big tech companies write blank cheques to secure these resources.
In simple terms, instead of asking which companies make AI, we ask what AI physically needs to exist.
These investment opportunities are often not well known to retail investors, and many are not valued at a level that is close to how significant they will be over the next five to ten years.
I believe there will come a moment when this is obvious, but as of right now we are very early (there are many that think this is all a bubble).
The US is the epicentre of this build-out and therefore the epicentre of the future profits.
When I moved to Australia, I noticed that if you want help with your superannuation, retirement or buying a house then there are plenty of advisers that do that well.
But, if you want to invest in US markets (where the largest wealth creation opportunities exist), there is a lack of expertise.
This is where I come in.
Fox Research offers a 1:1 advisory practice that helps senior professionals invest in AI specific stocks, ETFs and commodities.
These are the outcomes I achieve for my clients by the end of a 90 minute consulting session.
My clients will:
Be ready to invest in hedge fund quality stock positions: investments that benefit directly from the structural changes AI is creating, across physical AI infrastructure, energy, US-China realignment, robotics, digital assets, and frontier themes. You leave with a breakdown of my current portfolio and the research behind it.
Think about your portfolio in the same way as a professional investor: I pay to access a range of institutional-grade data and research (the same research the major hedge funds are using) and leverage my experience to distill and simplify it for clients who don’t have a background in financial markets.
Be setup in an evening: after our tailored conversation you'll receive a step by step guide to setup your own portfolio (including which platforms to use) without using a broker, to remove the time drain and practical friction.
Have clarity: no acronyms, no daily monitoring, no becoming a hobbyist finance expert. You’ll understand what you own. You’ll have conviction. You’ll get on with your life.
The Service
SAM LEDGERWOOD
Founder & CEO of Fox Research Group
Sam Ledgerwood is an investor, published author and entrepreneur with over 15 years experience in capital markets.
He began his career at Invesco, covering fixed income and macro strategies in EMEA before moving to Wellington Management where he covered equities, commodities and multi-asset hedge fund products.
He worked alongside fund managers and research teams responsible for hundreds of billions in assets.
Since leaving, Sam manages his own portfolio, building his own signature framework and process for technology investing.
Sam holds a degree in economics from Loughborough University. He passed CFA level 1, holds the Investment Management Certificate and the ICMA Fixed Income Certificate.
He lives in Bondi Beach, Sydney with his partner, son and dog.