Proof through demonstration
What conventional analysis showed, and what QSIA revealed.
Each case follows the same arc: the situation, what standard review concluded, and the structural finding underneath it.
A note on confidentiality. Every case shown here is built entirely from the public record, to demonstrate the method on matters already examined in public. Client engagements are different. Nothing from a private engagement is ever published, shared, or named.
Johnson & Johnson Medical Devices
Four product lines, two divisions, twenty-one years of recurring failures, and $4.4 billion in settlements, all behind clean regulatory records. A QSIA structural analysis built entirely from the public record.
Read more → Hedge funds · Public-record analysisLong-Term Capital Management
The most sophisticated risk models of their era, a founding team with two Nobel laureates, and a market-neutral identity, and the fund still could not survive the regime it had assumed away. A QSIA structural analysis from the public record.
Read more → Hedge funds · Public-record analysisArchegos Capital Management
A family office built roughly $160 billion of concentrated exposure that no party, including its own lenders, could see, until a single position broke and the unwinding cost the banks more than $10 billion. A QSIA structural analysis from the public record.
Read more → Hedge funds · Public-record analysisBridgewater Associates
The largest hedge fund manager, founded in 1975 and still operating in good standing fifty years later. Included as the structurally sound counterpoint, to test whether the method registers integrity, not only its absence. A QSIA structural analysis from the public record.
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