LiquidBlack researches listed businesses from their primary filings and holds them as an owner would. It is not a fund, a product, or a service. This site exists so the people we deal with — the companies we hold, the institutions we bank and trade through, and those building alongside us — can see who we are and how we work.
A shareholder register, an account opening, a request for filings, a connection request. Each of you needs something slightly different from us. Start where you sit.
Long-term, primary-source, quiet. We read the annual report cover to cover. We do not trade around results, publish research on you, or seek influence.
For investor relations →A privately held research and investment desk deploying its principals' own capital. No clients, no pooled funds, no solicitation. Verification contacts provided.
For institutions →We don't manage money or sell research. We do talk to family offices and investors thinking seriously about what AI-native research makes possible.
For investors →The desk is an operating agentic system, built and governed by one design authority. We are not publishing papers — but we would like to hear from people doing serious work in this space.
For builders →Owner-operator and design authority. Thirty years across electronics, telecommunications, IT and enterprise systems — design and architecture.
More →Co-founder of Flick Electric Co, acquired by Z Energy, and a successful property developer. She holds the desk's capital and banking; every position is approved by both principals.
More →We read the business itself, not the story told about it. Anything that can't defend itself under primary filings doesn't get to matter.