When one device becomes a million, people move the content economy.

OUR APPROACH

At Altasmax Media,, we watch what people do: How and what they consume, reject or cast off is our unique source of alpha—it’s how we understand markets and behavioral trends. We probe the roots of macro-economic forces—people, culture, their needs and their patterns of consumption—with uncommon observational skill.

A PROPRIETARY APPROACH

Our strategic perspective leverages expertise in behavioral trends, our team’s experience as big data intelligence officers specializing in digital media consumption and high-level industry experience in the content creation space. This rare combination of skills enables us to anticipate and capitalize on the human factors that shift the balance of competition across sectors and industries.

Our proprietary framework, validates the influence of human factors on content strategy from implementation to execution.

RESEARCH PHILOSOPHY

We believe that insights grounded in real-world opportunities make more sense. Tapping into the consumer’s decision-making process at an early stage enables us to use that information to guide us on what they are going to buy and from whom they will buy it.

Maslow’s Hierarchy of Needs—Predictable Behavior

ACADEMIC SUPPORT

In 1943, psychologist Abraham Maslow conducted research on how the human brain works, discovering that we’re hard-wired to do things in a very predictable pattern and outlining a specific hierarchy in which people fulfill their needs for:

  • Physiological Factors
  • Safety and Security
  • Love and Belonging
  • Self-esteem
  • Self-actualization

In their need for these elements people do not vary. This is how we basically behave as human beings—income drives our needs and spending follows. As a result, we are able to predict what people will do before they do it.

OUR PROCESS

Our observations and methodical research validate the long-term influence of content consumption and behavioral themes, lock in on the implicit human factors that will sustain growth, and identify companies positioned to dominate the market.

HOW IT WORKS

  • 1. Find Big Knowable Themes

    These are long-lasting and consistent themes or “niche” that drive human behavior and consumption or significant external forces that drive demand. By identifying these themes, we seek to identify what influences audience/consumer activity.

  • 2. Identify Choke Points

    Borrowed from military parlance, a choke point is a barrier that competitors must get through, over or around to achieve their objective. A limited number of companies can dominate the media supply chain between human demand and satisfaction by negotiating choke points more successfully than their competitors.

  • 3. Target Best of Class

    We benchmark companies with provable business models, strong fundamentals and robust channel growth that stand to benefit from changes in consumer behavior going forward.

  • 4. Leverage Brand Power

    We determine the effect of demand on the supply chain, forecast its long-term growth potential, and monitor companies that manage the choke point with the competitive advantage of brand power.

  • 5. Capture Excess Earnings

    Pricing power translates into excess earnings for which in turn can result in faster growth. These companies tend to demonstrate better execution in delivering on the theme and maximizing consumer satisfaction in order to stay relevant within the theme.

Research Methodology

Our fundamental and field research supports our thematic strategies by separating fads from true shifts in human behavior—a process which leads us to “big knowable” investable themes. Looking further, we determine the effect of demand on the media supply chain and forecast its long-term growth potential. We utilize proprietary and third-party research to validate our strategies and support the risk guidelines of each content portfolio.

Portfolio Construction

We are highly selective in our choice of niche, focusing only in themes that align with our core thesis for each strategy. Each idea within a portfolio must meet our venture horizon, be validated by a big knowable theme, and have strong fundamentals.

Risk Management

We conducts a formal review of risk across all portfolios on a daily, weekly and quarterly basis. They discuss market reports, headlines and the watch list, and conduct validity testing across all thematic content ventures and risk exposure at the organizational or corporate level.