Stop watching the AI boom.Start owning it.
An expert AI stock portfolio, and the research behind it.
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An expert AI stock portfolio, and the research behind it.
Something about this moment has your attention. See if any of this sounds familiar.
Feeling like a spectator You sense AI is the defining shift of your lifetime, but you don't know enough to invest in it with confidence.
No time You don't have hours each week to read earnings reports, track every trend and separate signal from noise.
Not sure who to trust Finance is a saturated field of loud opinions, most of it written to win a click rather than inform you.
Already missed the boat You've watched AI stocks generate huge returns, and suspect the real opportunity is somewhere less crowded.
Timing You don't want to burn mental energy tracking every market swing, never sure whether you're investing at the right moment.
Guidance You want to own this shift alongside someone who does it full time.
Fox Research is a specialist investment advisory service focused on artificial intelligence and future themes.
I spent twelve years in London at two of the world's premier asset managers, working alongside some of the best investors, economists and traders in the world.
I was on the investment floor the day ChatGPT launched. My colleagues understood the significance immediately, and began building positions with a view five years into the future. That way of thinking is simply different from how the rest of the world sees markets.
Accessing it normally requires a portfolio in the hundreds of millions and the vocabulary to follow what these people are actually saying. I think that leaves a lot of serious private investors underserved.
So I spent three years building my own method for investing in AI, and founded Fox Research to put it within reach.
Every piece of research is issued inside a genuine regulatory framework, the same standard licensed institutions work under. Fox Research Group Pty Ltd (AFS Representative No. 001323166) is a Corporate Authorised Representative of True Oak Investments Pty Ltd, AFSL 238184.
A process designed specifically for investing in AI.
The first question and the one test that really matters: will there be more hunger for intelligence tomorrow than there is today?
Where humanity’s hunger for intelligence concentrates. Historically wealth has accumulated to infrastructure owners of major technologies. Fox Research’s individual themes are mapped below.
The creative step. Where 15 years of experience in technology investing allows me to form a fundamental view of how the future might play out.
Forming the best expression of this view. Hundreds of stocks and funds are narrowed down to a handful. Filings, transcripts, capex data, balance sheets are studied in depth.
A portfolio of best-in-class investments is built.
A framework, developed over years, for navigating the entire intelligence revolution as a single connected system. It's how every idea in Fox Research is generated, and it's the edge you're really buying.
The physical buildout powering the intelligence revolution. Data centres, memory, power delivery, cooling, cybersecurity. The thirst for compute is real, and the infrastructure to support it is the bottleneck. Own the bottleneck.
AI needs electricity, water and raw materials at a scale the current grid was never built to provide. This is where the buildout meets the real world, and the companies solving these physical constraints are dramatically underappreciated.
The US-China relationship is fracturing across every strategic sector. Both sides are building parallel AI supply chains. Defence budgets are rising worldwide. As the two superpowers pull apart, the companies that fill the gaps are the ones left standing.
AI is stepping out of the cloud and into the physical world. Tariffs are reshoring industry. Immigration policy is shrinking the workforce. The answer to all three is the same: robots. This is not innovation spending. It is survival spending.
AI agents are about to add billions of new participants to the economy, and they are already beginning to transact, build businesses and raise capital. The market for the networks that settle those transactions used to be eight billion humans. Now it has no ceiling. The payment rails carrying that exponential rise stand to capture extraordinary value.
High-asymmetry ideas on the cutting edge of technology. Psychedelic therapeutics today. Quantum computing, synthetic biology and space infrastructure tomorrow. Sized small.
A range of data, indicators, analysis and news flow is analysed on a daily basis. All the work, complexity and noise is compressed into four clear outcomes for members.
Own the themes that will define the next twenty years A carefully constructed basket of AI investments, designed to capture the growth of the most important technology of our time. Replace FOMO with a steady flow of best-in-class ideas. Walk into any room as the clearest-eyed person there on AI, markets, and the decade ahead.
A full-time AI researcher guiding you Fifteen years in capital markets and the best thinking from trillion-dollar asset managers, distilled into a single framework built for one purpose: investing in AI. While volatile markets shake out inexperienced investors, you hold with conviction.
Set up and invested in a single evening No long runway. No course to finish first. From the moment you join, you can understand the framework, open an account, and hold your first positions the same night.
Time saved. Everything in its simplest form Everything arrives on your phone through our private members app. Video and voice for ease, written reports when you want the detail. A delivery rhythm designed for busy people. No jargon: complexity of thought is a virtue, complexity of explanation is a failure. No groups, no wealth-manager fees skimmed off your money, global access.
A private members investment app designed for high performers who want to leverage their time.
The full portfolio of AI stocks across all six themes. Every position, weighted, with the full reasoning behind it. Portfolio commentary is provided quarterly in video and report format
A monthly presentation that turns the most important shifts in AI and markets into plain English. What used to be confusing becomes clear. Each issue includes a "frontier" stock idea sitting on the cutting edge of technology developments. Video and report format.
A short voice memo on the few things in markets that actually deserve your attention, including the takeaways from my conversations with investment and political experts.
When something material happens like a major geopolitical event or a market shock: you get the early read. Updates are drawn from the same expert access that hedge funds get in real time.
Is now a good time to invest? A built-in tool that shows whether the tech stocks are cheap, fair, or expensive against their long-term trend.
Submit the AI and markets questions that nag at you, anonymously. I gather them through the month and answer them on the record in video format. A specialist on call, without the specialist's bill.
To celebrate the launch of the new app, I'm opening twenty slots for my close network and approved referrals at A$2,500 + GST a year, locked for life. As the standard price rises, founding rates never will.
I'm looking for people who will use the platform and give candid feedback.
Thirty minutes with me on how Fox Research works, whether it fits how you invest, and anything this page didn't answer.
Book a discovery call →Watch a walkthrough of how I invest in AI in 2026, using a real stock I hold in the Fox Research members portfolio. Sign up below.
The membership is built for private investors. If you're allocating on behalf of others, and want research access, a briefing or a conversation about the themes, get in touch directly.
sam@foxresearchgroup.com →