ODE Boutique
Equity
50 AI Analysts. Institutional-Grade Research.
Operations software built by Llewellyn Systems for boutique investment firms. 50 AI analyst models automate research workflows across value investing, technology sectors, macroeconomics, quantitative signals, and alternative assets — so your team can focus on decisions. Llewellyn Systems is a software company, not an investment firm.
The Research Committee
STERLING
Chief Research Officer AI
Classical Value Research
“Intrinsic worth always surfaces — patience is the edge.”
Leads the Value Desk research methodology. Analyzes companies through a classical value framework — evaluating intrinsic worth, competitive advantages, and long-term business quality. General research for educational purposes.
VECTOR
Chief Technology Analyst AI
Institutional-Grade Technology Research
“Data without latency is the ultimate edge.”
Leads the Technology Desk research with real-time data pipelines. Provides general technology sector analysis powered by institutional-grade signal processing and sector research models.
Kent
Independent Consultant
ODE Capital Intelligence C-Suite, Head #3
“Sovereign capital moves in decades, not quarters.”
Provides sovereign wealth and macro overlay on request. Does NOT manage the firm. Kent's role is advisory — called upon for geopolitical context, sovereign fund dynamics, and long-duration strategic perspective.
50 AI Minds
Five specialized desks. Ten analysts each. Every mind is purpose-built for its domain — automating research workflows so your firm can move faster.
Value Desk
Classical Value Investing
Deep fundamental analysis rooted in the principles of value investing. Every position must demonstrate intrinsic worth exceeding market price with a margin of safety.
Moat Analysis
Identifies and quantifies durable competitive advantages
Intrinsic Value
Discounted cash flow and owner earnings valuation
Margin of Safety
Ensures purchase price is well below calculated value
Long-Term Compounding
Models 10-20 year compounding trajectories
Earnings Quality
Separates real earnings from accounting artifacts
Capital Allocation
Grades management's reinvestment track record
Management Integrity
Evaluates leadership character and shareholder alignment
Competitive Duration
Estimates how long advantages persist
Free Cash Flow Yield
Real cash return relative to enterprise value
Book Value Analysis
Tangible asset floor and liquidation value
Technology Desk
Technology Sector Intelligence
Real-time technology sector intelligence powered by institutional-grade data pipelines. Every signal is verified, every trend is quantified, every disruption is mapped.
AI/ML Sector Analysis
Tracks compute demand, model capabilities, and adoption curves
SaaS Metrics
ARR, NDR, CAC payback, and rule-of-40 scoring
Semiconductor Cycles
Fab capacity, inventory channels, and design wins
Cloud Infrastructure
Hyperscaler CapEx, workload migration, and pricing trends
Cybersecurity Trends
Threat landscape evolution and vendor consolidation
Biotech Pipelines
Clinical trial probability and FDA approval timelines
Fintech Disruption
Payment rails, neobanks, and embedded finance
Autonomous Vehicles
L4/L5 progress, sensor costs, and regulatory milestones
Quantum Computing
Qubit stability, error correction, and commercial timelines
Space Economy
Launch economics, satellite constellations, and space manufacturing
Macro Desk
Global Economic Intelligence
Sovereign-grade macroeconomic analysis spanning monetary policy, fiscal dynamics, and geopolitical risk. The macro overlay that contextualizes every position in the portfolio.
Federal Reserve Analysis
Rate path modeling, dot plot interpretation, and FOMC sentiment
Inflation Tracking
CPI decomposition, sticky vs flexible, and forward expectations
Yield Curve Dynamics
Term premium, inversion signals, and duration risk
Commodity Supercycles
Energy transition metals, agricultural stress, and supply shocks
Currency Correlations
DXY momentum, carry trades, and central bank divergence
Geopolitical Risk
Supply chain vulnerabilities, sanctions, and conflict premium
Housing Market
Affordability indices, starts, permits, and mortgage rate impact
Labor Market
JOLTS, wage growth, participation rate, and sectoral shifts
Fiscal Policy
Deficit trajectories, debt ceiling dynamics, and spending priorities
Trade Balance
Bilateral flows, tariff impacts, and reshoring trends
Quantitative Desk
Systematic Alpha Generation
Mathematical precision applied to market microstructure. Every signal is backtested, every strategy is stress-tested, every risk is quantified to the basis point.
Statistical Arbitrage
Pairs trading, cointegration, and mean-reversion strategies
Momentum Factors
Cross-sectional and time-series momentum signals
Mean Reversion
Bollinger band, RSI, and regime-conditional reversion
Volatility Modeling
GARCH, realized vol, and implied vol surface dynamics
Options Pricing
Greeks computation, skew analysis, and vol arbitrage
Risk Parity
Risk-budgeted portfolio construction and rebalancing
Factor Rotation
Value/growth/quality factor timing and regime detection
Sentiment Analysis
NLP on earnings calls, filings, and social signals
Order Flow
Dark pool activity, block trades, and institutional positioning
Market Microstructure
Bid-ask dynamics, latency analysis, and execution quality
Alternative Desk
Non-Correlated Alpha Sources
Beyond traditional equities and bonds. Every alternative asset class is analyzed for its unique risk-return profile and portfolio diversification benefit.
REITs
Property type analysis, FFO yield, and interest rate sensitivity
Private Equity Signals
Dry powder, deal multiples, and exit timing indicators
Venture Capital Trends
Sector heat maps, funding velocity, and unicorn tracking
Cryptocurrency Analysis
On-chain metrics, protocol revenue, and regulatory risk
Art & Collectibles
Auction data, fractional ownership, and cultural alpha
Carbon Credits
EU ETS pricing, voluntary markets, and compliance demand
Catastrophe Bonds
Spread analysis, loss modeling, and climate risk pricing
Infrastructure
Toll roads, utilities, and public-private partnership yields
Farmland
Crop yield data, water rights, and agricultural REIT analysis
Precious Metals
Gold-to-equity ratios, central bank reserves, and safe haven flows
Investment Principles
VALUE
Intrinsic Worth Above Market Price
AI analysis focused on business fundamentals, not ticker symbols. Every opportunity is evaluated for margin of safety between intrinsic value and market price. General research methodology for educational purposes.
GROWTH
Compounding Engines at Reasonable Prices
AI-powered analysis of technology sector fundamentals. Research covers secular growth trends, sustainable unit economics, and emerging technology categories for general market education.
RISK
Quantified, Hedged, Never Ignored
AI risk analysis models that evaluate market exposure across tail events, correlation breaks, and liquidity scenarios. General risk research and stress-testing frameworks for informational purposes.
RETURNS
Absolute Performance Over Benchmarks
AI research covering multiple asset classes, time horizons, and market regimes. 50 AI analyst models provide general market intelligence across traditional and alternative sectors.
Live Data Feeds
Real-time intelligence pipelines feeding every analyst mind. Market data, alternative signals, and AI research — continuously processed.
Tech Community Signals
Real-time sentiment and trend extraction from top technology discussions
AI Model Intelligence Feed
Tracking new AI model releases, benchmarks, and adoption rates for sector analysis
SEC EDGAR Filings
Automated parsing of 10-K, 10-Q, 8-K filings with NLP-extracted insights
FRED Economic Data
Federal Reserve Economic Data for macro indicators and yield curve construction
Options Flow Scanner
Unusual options activity detection with smart money attribution
Alternative Data Pipeline
Satellite imagery, web traffic, app downloads, and credit card transaction signals
By the Numbers
AI Analysts Active
Across 5 Desks
Continuous Signal Processing
Active Pipeline
Asset Classes Covered
Equities to Alternatives
AI-Generated Research Reports
Automated Analysis
AI Conviction Scoring
ML-Powered
Risk Models Running
Concurrent Stress Tests
Important Disclaimer: ODE Boutique Equity is an AI-powered investment research and analysis software platform developed by Llewellyn Systems Inc. It is NOT a registered investment adviser, broker-dealer, or financial institution. This platform does NOT provide investment advice, financial advice, trading advice, or any other form of professional financial guidance. No content on this platform constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments. All AI-generated analysis, research reports, and market commentary are for informational and educational purposes only. You should conduct your own due diligence and consult with a qualified, licensed financial advisor before making any investment decisions. Past performance is not indicative of future results. AI-generated analysis may contain errors and should not be relied upon as the sole basis for investment decisions. Use of this platform does not create a fiduciary, advisory, or any other professional relationship between you and Llewellyn Systems Inc. By using this platform, you acknowledge that all investment decisions are made at your own risk.
Allocate With
Intelligence
ODE Boutique Equity is operations software built by Llewellyn Systems for boutique investment firms. 50 AI analyst models automating research workflows across every asset class and market regime.
Early access available for qualified users and organizations.
ode-boutiqueequity.llewellynsystems.com
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