About Zero One
Independent semiconductor and technology research that separates signal from noise for institutional investors worldwide.
Our Mission
Zero One exists to deliver independent, institutional-quality research on technology and growth companies to investors who demand clarity, rigorous analysis, and original insight.
Founded in Singapore in 2015, we combine deep technology sector expertise with institutional-grade research methodology to cut through market noise. Our work serves investors, corporates, and policymakers globally.
We operate across technology investment research, corporate finance advisory, and strategic consulting—covering companies across Asia-Pacific and international markets.
Key Facts
- Founded
- 2015
- Headquarters
- Singapore
- Global Locations
- 3
- Markets Covered
- 20+
- Legal Entity
- Clearsight Systems Pte. Ltd.
Investment Philosophy
How we identify and evaluate long-term opportunities
Structural Conviction
We invest based on long-term structural trends, not short-term sentiment. For every company, we identify the key structural drivers — technology shifts, supply chain dynamics, competitive positioning — and take high-conviction views on where those drivers lead over years, not quarters.
Back the Leaders
We would rather own the industry leader at a fair price than a second-tier competitor at a discount. Superior execution, stronger management, and deeper technology moats compound over time. We focus on identifying who is going to win within an industry, then build conviction around that position.
Anchored to Intrinsic Value
We are fundamentally value investors. We believe every stock is tethered to its intrinsic value — sentiment will push prices above and below that anchor, but fundamentals always reassert themselves. We think in terms of long-term franchise value: not just what a company earns today, but where the entire business can go.
Strategic Value Lens
Beyond standalone fundamentals, we assess what a company would be worth to a strategic acquirer. What could Apple, Amazon, or a major semiconductor firm do with this business? Some of the best opportunities emerge when the market undervalues a company that a larger player would pay a significant premium to own.
Variant Perception
We actively search for cases where the market has penalized a company based on flawed logic or incomplete understanding. These mispricings are rare, but when we find them — where the consensus is demonstrably wrong — they represent some of the most compelling long-term opportunities.
Geopolitical Positioning
We analyze how a company sits relative to the major geopolitical shifts reshaping technology supply chains. Whether a business serves as a critical national asset for a country's long-term security or stands to benefit from reshoring, export controls, and shifting alliances — geopolitical context is integral to our long-term thesis.
Our Journey
Key milestones in Zero One's growth
Founded in Singapore
Zero One established as an independent research and consulting firm focused on technology and growth companies in Asia.
Smart Karma Partnership
Research distribution expanded through Smart Karma, Asia-Pacific's leading independent research network.
Bloomberg Institutional Distribution
Research made available on Bloomberg, reaching global institutional investors.
Taipei Expansion
Expanded Asia research coverage with dedicated presence in Taiwan's technology ecosystem.
Boston Expansion
Americas operations launched to serve U.S. investors and support cross-border advisory.
Premium Research Launch
Premium research launched for investors seeking institutional-grade analysis delivered directly.
Leadership
Vincent Fernando, CFA
Over 20 years of global markets experience as an entrepreneur and investor across five countries. Established Zero One in Singapore in 2015, and leads Asia research coverage from Taipei. Previously built deep expertise in investment research for family offices and investment banks across multiple asset classes and geographies.
Global Presence
Research and advisory across Asia-Pacific and the Americas
Singapore
Asia-Pacific headquarters. Founded 2015. Home of our research hub and regional advisory operations.
Taipei
Asia research coverage hub. Deep access to Taiwan's technology ecosystem, semiconductor supply chain, and regional markets.
Boston
Americas operations. Corporate finance advisory and U.S. investor engagement, bridging Western capital with Asian growth companies.