See where contrarian thinking leads
Read the firm's history and understand the research discipline behind Poorman's Paradox Capital in Atlanta.
What drives a one-man research firm to go against consensus?
Chase Poorman founded this firm in Atlanta to find the opportunities that consensus overlooks. A quiet conviction, built on deep research and disciplined process.
A fundamental starting point
Every thesis begins with the business itself. We read filings, study supply chains, and model cash flows before any opinion forms.
Models, tested repeatedly
Quantitative work is not a shortcut. It is a discipline, pressure-testing assumptions until they either break or hold.
Patterns in market behavior
We study how investors react, not just what they buy. Behavioral finance reveals where emotion distorts price.
Technology as an edge
AI-enhanced insight helps us read more, connect more, and surface patterns a solo analyst might miss. It supports, never replaces, judgment.
A process that earns confidence before it earns returns
Early conversations with prospective clients reflect a shared appreciation for research that moves at the pace of understanding, not noise. We are pre-launch, and we are listening.
What stood out was the discipline. Chase didn't pitch an idea; he walked through the research and the assumptions behind it. That clarity is rare.
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Prospective client, Atlanta
The focus on semiconductors and aerospace felt specific, not generic. It's clear this firm knows where it wants to look and why.
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Industry contact, technology sector
I appreciated the honesty about being pre-launch. No overpromises, just a clear method and a long-term view. That built more trust than any pitch.
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Early conversation partner
The Paradox method, measured
As a pre-launch firm, we measure what matters: disciplined process, deep focus, and a clear view of the long term.
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Pillars of research
Deep research, quantitative discipline, behavioral edge, and AI insight.
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Process steps
From observe to allocate, every decision follows a tested sequence.
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Sectors in focus
Semiconductors, aerospace, AI, energy, and emerging technology.
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Thesis at a time
We build conviction slowly, holding only our strongest ideas.
One firm, one analyst, seven disciplines
We're pre-launch and we're listening. Reach out to discuss how our research might serve your portfolio.
A research mandate for asymmetric opportunity
Poorman's Paradox Capital pairs deep fundamental research with quantitative discipline and AI-enhanced insight to find long-term value where market perception diverges from economic reality.
Honest answers, even the hard ones
A few things worth asking before you trust a new firm with your capital.
Why should I consider a firm that is still pre-launch?
Pre-launch means we have no legacy positions to protect and no consensus to defend. We are building the process now, which lets us be deliberate and exacting rather than reactive.
What specific sectors do you focus on?
Our research concentrates 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 is your research approach different from a typical asset manager?
Most managers follow the crowd. We combine deep fundamental research, quantitative analysis, and behavioral finance with AI-enhanced insight. This helps us find opportunities before they become consensus.
What does your investment process actually look like?
We follow a clear sequence: observe, research, model, challenge, conviction, allocate, monitor. Every idea is tested and challenged before it earns a place in the portfolio.
Who is behind Poorman's Paradox Capital?
Chase Poorman founded the firm in Atlanta. He brings deep experience in financial modeling, quantitative analysis, and technology, with a focus on behavioral finance and long-term trends.
How can I get in touch while the firm is getting started?
We are listening. Email poormansparadox@outlook.com or call 678-502-9673 to start a conversation about the firm and its approach.
Still have questions?
Ask us directly. We'd rather have the conversation than leave you guessing.