Investment management built on independent research
Poorman's Paradox Capital is a pre-launch boutique firm in Atlanta. We seek asymmetric opportunities where market perception diverges from long-term economic reality.
Consensus is comforting. It is rarely right.
Most managers chase what everyone else is buying. We start with the question nobody is asking. That discipline shapes every position we consider.
We read the footnotes
Quarterly filings tell a story in the disclosures. We read what is buried there, not just the headline numbers.
Data before narrative
Every thesis starts with raw numbers, not the latest story on the news. We model our own scenarios, then test them hard.
We question our own models
The moment a model feels certain is the moment we test its weakest assumption. This step is built into our research, not added later.
Patience is a feature
Our research often points where the market is not looking yet. We wait for the risk to clear rather than forcing an entry.
One analyst, one process, tested on every idea
Before any capital is committed, each thesis is built, challenged, and rebuilt. This is the discipline behind the conviction.
The seven-step process, from observe to allocate, means no thesis reaches a decision without being tested from every angle. That discipline is the firm's foundation.
Process Review
Internal Methodology Assessment
Modeling every scenario, then challenging the assumptions, is what separates a real thesis from a hopeful guess. The behavioral checklist never gets skipped.
Research Protocol
Documented Investment Framework
The focus on semiconductors, aerospace, and emerging technology reflects a commitment to sectors where deep research can reveal what consensus has overlooked.
Sector Coverage Review
Boutique Sector Focus Documentation
A process built for semiconductors and aerospace
Our research discipline spans specialized sectors, from AI to defense. We model, challenge, and build conviction where market perception diverges from economic reality.
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Process stages
Observe, research, model, challenge, convict, allocate, and monitor. A disciplined path committed to positive results.
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Research pillars
Deep research, quantitative discipline, behavioral edge, and AI-enhanced insight guide every decision.
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Sector focus
AI, semiconductors, aerospace, energy, and defense. Where long-term value hides in plain sight.
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Founder-led firm
Chase Poorman leads every analysis personally. No committees, no diluted judgment, no consensus thinking.
Request the Poorman's Paradox research briefing
We are pre-launch, and we are listening. Share your priorities, and we will follow up personally with our current perspective on where consensus diverges from reality.
What makes this firm different?
Poorman's Paradox Capital is a boutique investment firm in Atlanta, Georgia, built on deep research, quantitative discipline, and AI-enhanced insight to find asymmetric opportunities others overlook.
Ask us what you would ask any manager
Straight answers on how we think, what we charge, and how to reach us.
What makes Poorman's Paradox different from a typical asset manager?
We search where consensus does not. Deep research, quantitative discipline, behavioral edge, and AI-enhanced insight guide us to asymmetric opportunities before they become obvious.
Which sectors do you focus on?
AI, semiconductors, computing, energy and infrastructure, space and aerospace, defense, and emerging technology. We look for long-term value where market perception diverges from economic reality.
How does your research process work?
We observe, research, model, challenge, and build conviction before allocating. Every idea is tested against our behavioral and quantitative screens to confirm the paradox holds.
How are your fees structured?
Our fee structure follows boutique industry standards, with a management fee and a performance component. We will share full terms during onboarding discussions.
Is the firm accepting new clients?
We are pre-launch and currently building our foundation. Reach out to discuss partnership opportunities and be among the first to engage with our approach.
How can I get in touch with you?
Email poormansparadox@outlook.com or call 678-502-9673. We're based in Atlanta, Georgia, and we reply personally, usually within a business day.
Still curious?
Reach out directly and we'll gladly answer what's not covered here.