Investing in tomorrow's leaders today.
At Lemma Capital, we invest in future leaders in the public equity market and give investors access to high-quality research and investment strategies.
Leadership compounds.
In our view, the best investment returns come from investing in companies able to sustain high growth rates over long periods. And we're not alone: many researchers view growth as the primary driver of shareholder value. Long streaks of high growth are rare. But they're not accidental: they're a consequence of companies taking, expanding, and defending leadership positions across industries and niches critical to the global economy. At Lemma Capital, we deconstruct the concept of leadership into a set of well-defined qualitative and quantitative characteristics we can reliably identify.
Pioneering equity research for the new age of intelligence.
As progress toward AGI accelerates, we believe investing is increasingly becoming a problem that specialized AI applications can fully tackle. This is why we are developing LEM - the Long-term Economic Model. LEM is a narrow-purpose reasoning system with a single objective: to predict the long-run economic trajectory of any public company, including its scale, market position, and economic viability. With its help, we collect and analyze data on 50,000+ public companies across 60+ global exchanges to identify those most likely to deliver superior long-term returns.
Our investment strategies:
Built to maximize long-term shareholder returns by betting on future leaders while keeping risks under control.
Future AI Leaders
Concentrated, actively-managed, long-only public equity portfolio holding 8-12 companies that represent exposure to the AI sector and capture the most economic value from global AI adoption. The strategy avoids overpriced assets by targeting relatively overlooked parts of the AI value chain and by prioritizing companies with low forward PEG ratios, and may stay in cash if no attractive opportunities are present.
- Inception date
- 01 Jul 2026
- Current num. of holdings
- 5
- Total return*
- +2.2%
- Total return (annualized)
- +16.8%
* Computed as the live portfolio IRR in US dollars. Annualized figure as Total return x 365 / Days since inception. Available for audit.
Learn moreThinking about what's next.
Latest publications about our strategies and investments, as well as emerging global trends, technologies, and players we're tracking.
The team behind Lemma.
We're assembling a small but ambitious team of investors, researchers, and engineers to advance the state of the art of equity research and investing. Join us in this exciting journey!
We're hiring
This spot could be yours! Reach out if you're into helping build the future of equity research and investing!
ApplyPrivate space for like-minded capital allocators.
Community designed exclusively for Lemma Capital subscribers. Here, you can meet other investors, researchers, and operators; access private discussions, events, and off-publication insights; and share your opinion with our members and team.
Hedge funds charge 2/20.
We have a better deal.
All our platform functionality, strategies, and research are available through a simple subscription. Here's what it unlocks for you:
- Real-time dashboard with full strategy positions & statistics
- Detailed break-down of all investment decisions
- Regular market and strategy updates
- All research publications
- Subscribers-only community & thematic events
* This rate is for individual subscriptions. For institutional accounts, see our FAQ.
Frequently asked questions.
Answers to the most common questions about our research, strategies, and subscription.
By "strategy", we mean a model portfolio with holdings & weights that match a specific set of rules. Disclaimer: All the strategies published serve for informational and educational purposes only and should not be regarded as personalized investment advice. They aren't designed to meet the financial situation, objectives, risk tolerance, tax circumstances, or liquidity needs of any particular subscriber. They may be updated from time to time with or without prior notice.
View strategiesYou can use the holdings & weights of any strategy to adjust your portfolio, either manually or with your AI agent by granting it access to your Lemma Capital subscription. However, we encourage you to consult with a professional financial adviser in your jurisdiction before engaging in any trading or investing based on the research and information provided. We accept no responsibility and provide no guarantees for any losses that may result from following any of the strategies or research that we publish.
View strategiesBecause we are not a registered investment adviser, we do not, at this time, offer money management services. We are, however, open to institutional partnerships that will enable us to offer such services in a compliant way. If you have ideas or guidance on how to structure it properly, please reach out.
Contact usWe provide institutional accounts for partners who want to offer our research, strategies, and data to their own clients. If you run a wealth management firm, family office, RIA, or advisory platform, we'd be happy to discuss how this type of arrangement could work for you.
Contact usAlthough our paid features are reserved for paid subscribers only, part of our functionality is available to free users, so you can try before you buy.
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