Keith Woolcock

coincidence that many - perhaps most - of the great scientific and medical discoveries came as a result of chance, or from experts in one field applying their knowledge in a different field. It is the same in investment research, there is a diminishing return to in depth knowledge. The reason for this is that new ideas often contradict or undermine what the specialist knows. By contrast, here at 5thcolumnideas we focus on anomalies that undermine the consensus view. We seek out change because we believe this is what often signals an investment opportunity. Professional investors are time starved - the 5th Column seeks to provide a weekly document that can inform them of emerging trends or anomalies that they can then use in combination with company specific research. 5thColumnideas was founded by Keith Woolcock, who over the last 25 years has become one of the most well known technology analysts in London. Keith has worked with Chase Manhattan, Smith New Court, Merrill Lynch and Nomura International. He was also a journalist on two national newspapers in the UK.