About

INH Capital

Independent research firm focused on thematic investing — AI, semiconductors, physical AI, and broader themes — plus consulting Solutions and Tools.

“We measure ourselves by the discipline of the process — not by the cleverness of the narrative.”

— How we work at INH Capital

INH Capital produces research that holds up in a multi-strat folder: hypothesis first, evidence second, model third, price last. Insights, Solutions, and Faustus share one standard. Public work carries a fixed disclaimer: research and opinion of the Principal; not investment advice; do your own work.

Core values

Five principles.

Independent Judgment

· No sell-side consensus as a thesis.
· Primary sources before secondary narratives.
· Willingness to sit outside the herd when evidence warrants.

First Principles

· Start from unit economics, constraints, and incentives.
· Falsifiable hypotheses — not storytelling.
· Models serve the claim; they do not invent it.

Own the Risk

· Write as if the Principal already owns the name.
· Kill criteria and anti-thesis before position size.
· Accountability for process, not for market outcomes.

Thematic Clarity

· Map names to durable themes — AI, semis, physical AI, and adjacent.
· Separate cycle noise from structural change.
· Comparability across the coverage universe is the product.

Process Over Narrative

· Fixed dossier TOC; same intensity standards across names.
· Evidence before valuation; valuation before price.
· Revision history beats a clever one-pager.

Focus

AI · Semiconductors · Physical AI

Arms

Insights · Solutions · Faustus

Status

Not an RIA · Not a solicitation

Contact View Faustus