A systematic approach to investment research, refined over 10+ years of institutional investing within the Marlowe Keynes ecosystem.
"We built Mycroft because we couldn't buy it. Now, you can use it."
Every aspect of Mycroft is built on these foundational principles, developed through years of real-world investing.
Think Like a Business Owner
We approach every investment as if we were buying the entire business. This means understanding unit economics, competitive dynamics, and long-term value creation—not trading on momentum.
Mycroft's Digital Analyst modules automatically assess unit economics, capital allocation decisions, and management quality—the same factors an owner would scrutinize.
Repeatable, Rigorous, Refined
Over 10+ years, we've developed a systematic research process that eliminates cognitive biases and ensures no stone is left unturned. Every investment goes through the same rigorous checklist.
The Minion Suite (Sherlock, Watson, Moriarty) codifies this systematic process—discovery, synthesis, and stress-testing happen automatically for every company.
Facts Over Narratives
Markets are driven by stories, but value is created by fundamentals. We cut through the noise to find the underlying truth—the smoking gun facts that others miss.
Sherlock's pattern recognition and Moriarty's fraud detection work together to surface red flags and verify claims against 10+ years of historical data.
How Mycroft transforms raw data into actionable investment insights
Sherlock scans thousands of companies, looking for "smoking gun" facts—the critical insights that others miss.
Watson connects the dots, building coherent investment narratives from disparate data points.
Moriarty challenges every assumption, finding the holes in your thesis before the market does.
Armed with comprehensive research, you make the final decision. Mycroft provides the foundation; human judgment provides the edge.
Mycroft was built within the Marlowe Keynes ecosystem, which has over a decade of track record in concentrated equity investing. Every workflow, every checklist, every red-flag detector was forged in the crucible of real capital allocation decisions.
This isn't a generic AI tool built by engineers who've never managed money. It's an institutional research platform built by investors, for investors.