AI-NATIVE RESEARCH & PROPRIETARY TRADING

Research first.
Conviction earned.

Continuous intelligence. Systematic strategies.
An AI-native firm built around its own capital.

Read our thesis
BASE ONE / A POINT OF ORIGINDiscover Base One

THE BASE ONE APPROACH

Research without
a closing bell.

Base One is an AI-native research and proprietary trading firm. Our research desk brings together specialised AI agents across business analysis, valuation, quantitative research and independent challenge. Shared evidence, persistent memory and a clear decision process turn a broad search for opportunity into focused investment judgments.

01

Continuous intelligence

Specialist agents investigate company disclosures and market developments, preserve source evidence and share findings across the research desk.

02

Systematic discovery

Business analysis, valuation and quantitative research test an opportunity from different angles. Independent challenge makes the strongest objections explicit.

03

Disciplined capital

Portfolio proposals bring together expected return, downside and common exposures. Independent risk review and human decision authority govern capital allocation.

Intelligence
Specialist AI researchers. Shared evidence. Independent challenge.
Method
Company economics, valuation, quantitative testing and a learning loop.
Capital
Proprietary strategies. Our own capital.

Our current research centres on US-listed businesses positioned for the AI decade: compute, power, energy, infrastructure and the adoption of increasingly capable intelligence. One research discipline connects this public-market focus with our broader interest in private companies.

FOUNDER

Sun Lin

Founder, Base One

Sun Lin leads Base One’s research and technology direction. A founder with experience building AI workflows, financial tools and software products, he works between Bangkok and London while studying at UCL.

Meet Sun on LinkedIn

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