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US-Equity Focused Research

At Trivariate Research we combine fundamental, quantitative, and macro analysis to produce actionable research, practical investment advice and analytically rigorous risk management for our clients.

Latest Research

Inventory And Capital Spending Might Be The Keys

Many investors continue to question the potential return on capital spending from the AI-exposed players and wonder whether the capital spending and inventory landscape are reasonable for the average stock to deliver margin expansion. There have been huge moves in inventory and capital spending in the last few years, and we think these should be

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Level Set — A Disconnect and An Opportunity

US GDP Is Slowing The spike in the VIX and the market sell-off this past week is not surprising in our view. While many were calling for a tactical bounce in risk-taking, we have learned that making short-term market calls is a fool’s game. Our primary concern for the market is that we see a

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Level Set: Sector Thoughts and a Too Early Recovery Playbook

We were asked several times this week about the sell-off in the market, when the market could bottom, and what might work in a recovery. As we wrote last week, we really want to get bullish, because nothing is better than being a contrarian bull now that seemingly everyone is cautious again. However, we think

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VIDEO – Do Buybacks Matter Now?

Buybacks in aggregate have been a waste of capital: There is ample evidence that management teams of most companies should be questioning the value of large share buybacks. On average, among mega-/large-cap stocks they were not rewarded, as share reductions over a 12-month period of 0.5% to 2.05% resulted in similar subsequent volatility-adjusted performance compared

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Do Buybacks Matter Now?

Buybacks in aggregate have been a waste of capital: There is ample evidence that management teams of most companies should be questioning the value of large share buybacks. On average, among mega-/large-cap stocks they were not rewarded, as share reductions over a 12-month period of 0.5% to 2.05% resulted in similar subsequent volatility-adjusted performance compared

Read More »

OUR GOAL IS TO PROVIDE OUR CLIENTS WITH GREATER CLARITY AND CONVICTION

We help them do this by impacting their conviction on single stocks and improving their risk management by analyzing Fundamental, Quantitative, and Macro variables to create practical investment advice.

In a addition to our research, clients can request custom work to bolster their own investment decisions, augment letters, and marketing materials, or use our unique and proprietary quantitative engine to improve their risk management.

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