01 / FRAMEFraming
the question.
We agree what you want to find out, which instruments and data to use, and how we will judge the evidence.
Your brief can begin with a market observation, a new source of information or a portfolio objective. We turn it into a research question with explicit constraints.
A shared starting pointThe question, the scope and what the research needs to establish.
02 / INVESTIGATEInvestigating
the assumptions.
Agents investigate the available evidence. I direct the work toward a testable explanation, including what would contradict it.
They explore the data and its documentation, connect relevant findings and record their reasoning. The aim is to choose experiments for a reason, rather than try every variation.
A reason to experimentA hypothesis grounded in evidence, with its assumptions recorded.
03 / EXPERIMENTBuilding
the experiment.
The hypothesis becomes versioned code, with tests and static checks. We evaluate it with applicable trading costs and documented assumptions.
Each experiment tests a specific idea. Its sources, tests and results stay linked, so we can revise a signal, strategy or portfolio without losing the reasoning behind earlier attempts.
A traceable experimentA research idea, its implementation and the evidence it produces.
04 / CHALLENGEChallenging
the result.
Does the result rely on one short period or fragile assumptions? We examine performance over time, drawdown and signs of overfitting.
A strong overall result can hide weaknesses. We investigate where the behaviour changes and whether the evidence supports the original explanation. Those findings shape the next experiment.
A clearer pictureWhat the result supports, where it weakens and what remains uncertain.
05 / DECIDEA recommendation,
with reasons.
I explain what to pursue, revise or set aside, and why. You see the supporting evidence and the limits of that conclusion.
We can deepen a promising direction, change an assumption or stop pursuing an idea. This is an iterative engagement: each finding helps decide where the next round of research should go.
The next research decisionA recommendation your team can inspect, question and build on.