A clearer perspective on
your investments.
Neox Capital combines systematic research with fundamental expertise to provide equity advice with a clear rationale for private and professional investors.
Our story
Built around a more disciplined way to decide.
Neox Capital was founded by Peter Sjöholm after more than three decades in finance, much of it with major financial institutions in Northern Europe.
Over those years, he saw how often investment decisions rested on gut feeling and market headlines, even when the data to test them was available.
His answer was to bring two disciplines together: a systematic process that evaluates thousands of companies within one consistent framework, and the judgment of people who have spent their careers studying businesses.
2014
Neox Capital is founded.
2015
The Neox European strategy goes live in client portfolios.
2016
The Neox Nordic strategy goes live as a white-label solution for an asset manager.
2018
Development begins on the second generation of the Neox iQ investment platform.
2023
Neox Dividend Leaders goes live as a client portfolio.
2024
Development begins on the third generation of Neox iQ.
2025
Neox Dividend Leaders launches as a tracker certificate issued by UBS.
What we believe
The beliefs behind every recommendation and decision.
Three ideas shape how Neox approaches every portfolio:
Quality compounds over time
We look for businesses with strong balance sheets and consistent profitability, and we give them time.
Every holding earns its place
When the evidence for a company is strong, it deserves a meaningful position in a concentrated portfolio.
Transparency you can check
Every recommendation comes with reasoning that can be explained and revisited as the evidence changes.
Our approach
Systematic research brings structure to a broad universe. Fundamental expertise gives it context.
Neox combines quantitative and qualitative research to evaluate companies consistently across a broad universe. Data pipelines in Neox iQ filter market noise from large data sets, and the investment team challenges the output and makes the final judgment.
- Companies screened
- 6,000+
- Market Coverage
- Europe & US
- Portfolio type
- Long-only
- Holding period
- Medium to long term
What Neox iQ looks at
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Factors
Revenue, profitability, default risk, cash flow, momentum and more.
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Relationships
Causal links between factors and their sensitivity to change.
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Markets
Economic indicators and interest rates, analyzed across sectors.
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Trends
Market movements, separating meaningful signals from noise.
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Valuations
Company valuations assessed against fundamentals, market expectations, and conditions.
Data methodology
Quality, measured in data.
Quality metrics
We look for companies whose quality shows in the numbers.
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Quality first
Each company is compared with its peers on margin of safety and return on invested capital. Profitability has to hold up over time.
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Valuation
Companies that pass are checked for positive fair value and sound funding. A low risk of financial distress counts too.
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Momentum
Fairly valued stocks can stay that way for a long time, so the process also looks for signs of positive price movement.
Noise is everywhere
Noise reaches investors in two ways.
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Random information
Random data distorts the underlying signal in a time series and can lead to false conclusions.
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Outside interference
Hype and flawed analysis change how investors read the same information.
Dealing with the noise
Our data pipelines are designed to filter out noise, so the relationships between data points become easier to read.
Neox iQ
The platform behind Neox research.
Neox iQ is the set of digital tools behind our research. It connects that research to every portfolio we work on, from the first screen to ongoing analysis. It covers more than 6,000 listed companies in Europe and the US, each assessed on more than 800 parameters. It helps the team apply one consistent framework across the whole universe and keep the rationale behind each holding clear.
The framework evolves as our research develops. Neox iQ brings scale and consistency to that work, while investment judgment remains with the Neox team.
- Listed companies covered
- 6,000+
- Parameters per company
- 800+
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Discover
Neox iQ follows around 6,000 listed companies. It analyzes live and model portfolios every day and flags when a portfolio's characteristics change.
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Evaluate
Companies are screened for liquidity and data quality, then scored on value, quality, growth and catalysts. For customized portfolios, Neox iQ can also build several versions of a strategy and compare them before one is chosen.
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Automate
Routine screening and data processing run automatically. That leaves the team's time for judgment and for conversations with clients.
The client journey
From first conversation to ongoing review
Agree the approach
A first conversation about your needs, priorities and risk profile helps us agree on the right strategy and way of working.
Build the portfolio
We turn the agreed strategy into a focused portfolio, using systematic research to select and size each holding.
Implement the portfolio
We implement the agreed portfolio through your chosen bank or custodian, while your assets remain held there.
Monitor and manage
We monitor the portfolio and its investment cases, making changes within the mandate when the evidence supports them.
Leadership
The people behind Neox.
Contact
Let’s talk about your objectives.
Tell us what you’re looking to achieve, and we’ll arrange a first conversation with the right person on our team.
