What We Study
Our research focuses on how technology changes the practice of investment decision-making—not as a replacement for human judgment, but as cognitive infrastructure that extends analytical capacity.
We examine market regimes and structural cycles, portfolio construction as a systematic discipline, manager selection methodologies, and the intersection of long-term capital planning with fiduciary responsibility.
[Additional research themes and intellectual positioning to be developed]
AI as Cognitive Infrastructure
We view artificial intelligence not as a prediction oracle, but as reasoning infrastructure—systems that surface blind spots, map decision trade-offs, and maintain analytical rigor across complex, uncertain environments.
This means probabilistic thinking over point forecasts. Scenario awareness over false precision. Explainability over black-box automation. Human oversight and accountability preserved throughout.
Applied Research System
MARY
MARY (Multi-Agent Reasoning for You) is ClarityX's internal applied research platform—a multi-agent system that demonstrates our ideas in practice across macro analysis, risk assessment, portfolio construction, manager evaluation, and long-term capital planning.
MARY reasons through problems when users don't yet know what to analyze. It surfaces second-order effects, identifies analytical blind spots, and maintains human judgment at the center of every decision.