Hi, I’m Adrien.
I work in data analysis and project management by day. In my own time, I research global megatrends and build thematic equity baskets — systematic portfolios designed to capture structural change before the market fully prices it in.
I built ACCE Investments because the research I wanted didn’t exist at a price I could justify. Institutional-grade thematic analysis sits behind six-figure minimums. Free newsletters give you narratives without implementation. I wanted something in between: rigorous research, complete portfolios, and full transparency — including when things go wrong.
I invest my own capital in every basket I publish. You see what I own, when I bought it, and what it’s returned. No exceptions.
What ACCE Builds
ACCE publishes investable thematic equity baskets — portfolios of 8–12 stocks targeting structural megatrends with 5+ year horizons. We currently run two live baskets (AI Infrastructure and GLP-1/Obesity Ecosystem) with Defense & Aerospace launching March 2026, expanding to 8–10 themes over the next 18 months.
We also publish THE ACCE TRADE, a twice-monthly single-stock conviction series identifying asymmetric opportunities with explicit entry ranges, position sizing, and exit criteria.
The ACCE Conviction Framework
Every basket is built using our three-pillar framework:
THEME — Is this a structural megatrend that will persist for 5+ years? We map real bottlenecks in the value chain, validate market size from reputable sources, and identify catalysts within 12–18 months.
CONVICTION — How do we express our highest-confidence views in a portfolio? 8–12 holdings with conviction-weighted allocations, layer diversification, and 3-month dollar-cost averaging entry.
DISCIPLINE — How do we protect capital and stay accountable? Quarterly rebalancing when positions drift beyond defined thresholds. Exits on fundamental thesis breaks, not price drops. Every position documented publicly.
Full framework breakdown: Why Thematic Investing?
Track Record — Full Transparency
We track every position publicly from Day 1 — wins and losses equally. Our live performance tracker shows every holding, entry date, entry price, and current return across all baskets.
When we exited HIMS at a -40.3% loss after FDA regulatory changes broke our thesis, we documented exactly why and what we learned. When our AI Infrastructure basket outperformed because of our 37% equipment allocation, we showed exactly how.
Transparency isn’t a marketing position. It’s the only way this works.
See the full performance: ACCE Performance Tracker
Free vs. Paid
Free subscribers get:
• Monthly thematic primers on major investment themes
• Educational content: portfolio construction, valuation frameworks, risk management
• ACCE TRADE Part 1: macro setup, thesis frame, and 2 catalysts (no stock name)
• Full methodology transparency — you can see how we think
Paid subscribers get:
• Complete baskets: full holdings, conviction-weighted allocations, entry strategies, rebalancing rules
• Weekly intelligence brief: earnings updates, catalyst tracking, position changes
• ACCE TRADE Part 2: stock name, entry range, position size, 3-scenario analysis, exit criteria
• Rebalancing alerts: exactly when and how to adjust positions
• Full position disclosure and running performance tracker from Day 1
Free = Education. Paid = Implementation.
Our Commitment
No conflicts of interest. No sponsored positions. No promotional fluff. This is research built to inform actual investment decisions.
ACCE Investments is not a registered investment advisor. All content is for educational and informational purposes only. Past performance does not guarantee future results.
