The following examples are simulated backtesting with either certain portfolios (e.g., funds, where the composition is public) or (equal-weighted) indices. All the examples have a certain IP filter in use, according to the thesis “Companies with big and growing patent portfolios in value have a better future perspective than those without or with shrinking values.” Here, various intellectual property (IP) rights, namely patents and utility models, as well as specific rules and thresholds were applied using patent portfolio values and qualitative and quantitative patent indicators. The portfolios thus obtained are adjusted on a quarterly or semi-annual basis
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In all cases that we and our customers have investigated so far, the IP stocks were leading to significant outperformance.