INSTITUTIONAL INPUTS

Source Universe

Official economic releases
Central-bank communication
Legal & regulatory texts
Company filings
Market pricing
Sector indicators

Evidence principle: every thesis must

be supported by observable data, not only narrative conviction

OFFICIAL DATA

CENTRAL BANKS

LEGAL TEXTS

MARKET PRICING

COMPANY FILINGS

SECTOR INDICATORS

STEP 01

Collect

We gather official macroeconomic, regulatory, market and company-level data from institutional-grade sources

STEP 02

Classify

We sort information by type, relevance, time horizon, geographic scope and likely transmission channel

STEP 03

Verify

We compare evidence across sources, measure consistency and identify whether a thesis is robust

or still speculative

STEP 04

Translate

We turn validated signals into sector views, allocation rules, watchlists and risk-adjusted investment ideas

RESEARCH PROCESS

Data & Evidence

How we collect, classify and interpret the economic and market data behind each strategy

Every investment strategy begins with evidence. We do not rely only

on market narratives or headlines. We examine official economic releases, central-bank communication, legal texts, company filings

,market prices and sector indicators to understand whether a thesis

is supported by measurable facts

From evidence to allocation: we start with facts, test the thesis, and only then translate signals into portfolio decisions

DATA INPUTS

Our Research Data Universe

We combine macroeconomic, monetary, market, sector, company and policy data to test whether an investment thesis is supported by measurable evidence.

Macroeconomic Data

EXAMPLES

GDP, CPI, unemployment, PMIs.

WHY IT MATTERS

Broad economic health indicators help determine the structural direction of interest rates, demand conditions and corporate earnings growth.

Monetary Policy

EXAMPLES

Interest rates, central-bank speeches, balance sheets.

WHY IT MATTERS

Central-bank liquidity and rate cycles are primary drivers of asset valuation, discount rates and global capital flows.

Market Data

EXAMPLES

Index levels, bond yields, volatility, FX, commodities.

WHY IT MATTERS

Real-time price signals help verify whether market beliefs align with the underlying macroeconomic evidence.

Sector Data

EXAMPLES

Order books, regulation, capacity, demand growth.

WHY IT MATTERS

Sector-level evidence reveals where growth is accelerating, where margins are under pressure and where regulation is reshaping competition.

Company Data

EXAMPLES

Revenue, margins, debt, cash flow, valuation ratios.

WHY IT MATTERS

Company fundamentals identify the strongest and weakest firms within a broader macro or sector cycle.

Legal & Policy Data

EXAMPLES

Laws, budgets, trade deals, procurement contracts.

WHY IT MATTERS

Legislative frameworks and geopolitical agreements can reshape industry boundaries, national priorities and long-term capital allocation.

Each data category is used to cross-check the others. A thesis becomes stronger when macro trends, policy direction, market pricing and company fundamentals point in the same direction.

Data Used by Strategy

METHODOLOGY LAYER

Each portfolio strategy uses a different evidence framework depending on its risk level, time horizon and investment objective.

Sovereign

CAPITAL PRESERVATION

Focus on cash, bonds and short-term government instruments.

KEY INDICATORS

Policy rates

Treasury yields

T-Bill yields

Liquidity

Inflation

Sentinel

DEFENSIVE STABILITY

Focus on defensive, transparent and stable assets.

KEY INDICATORS

Dividend stability

Low volatility

Credit quality

Sector resilience

Ranger

BALANCED OPPORTUNITY

Focus on balanced opportunity sectors with controlled cyclicality.

KEY INDICATORS

Sector momentum

Earnings revisions

Valuation

Macro catalysts

Berserker

AGGRESSIVE GROWTH

Focus on high-conviction themes, political catalysts and asymmetric growth opportunities.

KEY INDICATORS

Revenue growth

Political catalysts

Volatility

Momentum

Volume

The higher the risk profile, the more the evidence framework shifts from capital protection and liquidity toward growth durability, catalysts, volatility and momentum confirmation.

From Data to Strategy Signal

RESEARCH PIPELINE

A data point becomes useful only after it is verified, classified, interpreted and connected to a portfolio objective.

Collect

We gather official data, company reports, legal texts and market prices.

Verify

We test source reliability, publication date, consistency and possible data gaps.

Classify

We classify the signal as macro, sector, company, legal or market-based evidence.

Interpret

We assess whether the evidence strengthens, weakens or invalidates the investment thesis.

Apply

We connect the signal to Sovereign, Sentinel, Ranger or Berserker according to risk profile.

Methodology rule: data is never treated as a thesis by itself. It becomes useful only when it survives verification, classification and interpretation.

RESEARCH GOVERNANCE

Source Transparency

We separate primary data, market pricing, institutional research and legal sources so every signal can be traced back to its origin.

Central Banks

EXAMPLES

Federal Reserve, ECB, Bank of England.

ROLE IN THE PROCESS

Provides the interest-rate framework and liquidity conditions used for Sovereign and Sentinel strategies.

UPDATE FREQUENCY

AS ANNOUNCED

Statistical Agencies

EXAMPLES

Eurostat, ONS, BEA, INSEE.

ROLE IN THE PROCESS

Verifies inflation, labor-market and real-growth trends independently from market narratives.

UPDATE FREQUENCY

MONTHLY

Market Data

EXAMPLES

Exchange data, ETF factsheets, bond yields, index providers.

ROLE IN THE PROCESS

Confirms market momentum, liquidity flows and pricing behaviour for Ranger and Berserker themes.

UPDATE FREQUENCY

DAILY

Company Data

EXAMPLES

Annual reports, quarterly earnings, SEC filings.

ROLE IN THE PROCESS

Evaluates valuation ratios, cash-flow resilience, margins and balance-sheet quality at company level.

UPDATE FREQUENCY

QUARTERLY

Policy & Legal Sources

EXAMPLES

Government budgets, EU regulations, national laws, trade agreements.

ROLE IN THE PROCESS

Identifies regulatory catalysts, procurement cycles, fiscal priorities and geopolitical constraints.

UPDATE FREQUENCY

AS ANNOUNCED

Institutional Research

EXAMPLES

IMF, World Bank, OECD, BIS, rating agencies.

ROLE IN THE PROCESS

Provides cross-border macro-financial interpretation and financial-stability context.

UPDATE FREQUENCY

QUARTERLY

Every investment signal must be traceable to its source category. This allows users to distinguish between primary data, market confirmation, institutional interpretation and policy-driven catalysts.

Data Review Rhythm

REVIEW DISCIPLINE

How frequently each data category is reviewed before it can influence a strategy signal.

Example Interpretation

How raw updates are translated into portfolio relevance only after confirmation.

MACRO TRANSMISSION

If inflation falls and central banks signal future rate cuts, this may reduce future cash yields but support selected equity sectors. In that case, the Sovereign strategy may become less attractive over time, while Ranger could become more relevant if earnings and valuations also confirm the trend.

POLICY VERIFICATION

If a government approves a large defence budget, the information is not automatically treated as a buy signal. We first examine whether the budget is legally approved, whether contracts are already allocated, which companies are exposed, and whether the market has already priced the news.

AI RESEARCH INTEGRATION

Augmented Intelligence

Wellion integrates advanced AI tools within our research architecture to assist with vast data processing and pattern detection. These technologies allow our team to synthesize institutional releases and market pricing at scale, identifying trends that inform our thematic signals.

While AI enhances our efficiency, it remains a support tool rather than a replacement for human judgment. Final strategy signals are always verified by specialized analysts. All AI-assisted outputs are non-personalized and provided for educational purposes only, maintaining full transparency in our evidence-driven process.