Ocean Tomo Insights: Evolving IP Market Series, Chapter 4

Mon, 3/4/2013 - 8:48AM — INVESTMENTS

As explained in last week’s chapter of the OT Insights Video Series, the market is currently placing an unprecedented emphasis on companies’ intangible assets as a significant driver of share value. Continuing this theme of intellectual property (IP) investment, the series’ newest segment, “How Did We Get Here? OTP v. SPX,” introduces yet another way in which smart investors can capitalize strong IP portfolios.

Empirical data indicates that the stock of companies with dynamic, high quality patent portfolios performs better than the market in terms of absolute returns and lower volatility. This correlation is best captured by the Ocean Tomo 300® Patent Index, the first-ever equity index based on the value of intellectual property. Comprised of the 300 most innovative US companies with the highest quality patent portfolio as quantitatively ranked by the Ocean Tomo® PatentRatings system, the Ocean Tomo 300® Patent Index consistently outperforms the S&P 500.

Further information on IP Investment and the studies supporting these indices can be found by watching the full video, now available on our Ocean Tomo Insights YouTube channel. For more information on Ocean Tomo’s various financial services, click here.

Up Next: Chapter 5: “Where Are We Going? Risk”




Ocean Tomo’s Investment Banking practice brings IP financing, monetization and capital markets solutions to corporations and other intellectual property owners. Ocean Tomo Asset Management engages in public equity, special situations and private equity investing where intellectual property insight drives alpha creation. Investment Research works in parallel with institutional investors, hedge funds and private equity funds advising them on capital allocations to IP-themed investments.

Contact: JimTruemanBlogs@OceanTomo.com

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