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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

VIDEO – What Really Happened In Q2 2025

At the start of each quarter, we provide a detailed summary of the just completed quarter with the goal of helping investors make better investment decisions, in addition to providing insights that will facilitate investor communications, client conversations, and quarterly letters. Furthermore, our quarterly report seeks to identify emerging risk management concerns and give investment

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What Really Happened In Q2 2025

At the start of each quarter, we provide a detailed summary of the just completed quarter with the goal of helping investors make better investment decisions, in addition to providing insights that will facilitate investor communications, client conversations, and quarterly letters. Furthermore, our quarterly report seeks to identify emerging risk management concerns and give investment

Read More »

Level Set: What Is Going On?

We hosted our marquee client event this past week, with 25 buysiders pitching stocks on a 100+ degree day in a suburb outside of New York City. What did we learn? On big picture issues: Firstly, we learned that it is contrarian to be bullish. We surveyed the room on whether the attendees thought the

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3 Charts You Don't Want to Miss – June's Most Clicked

Here are the three most-clicked charts from our June research. Interested in discussing these insights or hearing our latest views as we enter the back half of 2025? Let us know – we’d love to connect. 1. 40% Of The Market Cap Has Greater Than 60% Gross Margins Among the top 3000 US equities, 25.9%

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Level Set: A Change Of Our View on S&P500 Earnings

In our year-ahead outlook, we predicted that tariffs and other policies were not in the price. When the early April tariffs were initially implemented, we lowered our earnings estimates, taking the view that a year of growth was removed, and at that time, we pushed our estimates out a year, turning our initial 2026 earnings

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VIDEO – Do You Know These 4 Points About Growth Stocks?

Background: We highlight and update four of the most crucial areas of our research for growth investors. This includes our work on quality, beta, and forecasted growth, how even when you are successful it can be challenging, the current major growth themes and how to think about risk management of them, and some extreme valuations

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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.

SOLUTIONS & FEATURES

An outline of our subscription tiers

Tier One

  • Bespoke services including customized projects, outsourced risk management & portfolio diagnostics
  • One on one meetings with Trivariate Team
  • Access to all written research
  • Access to Trivariate Research model outputs
  • Access to investor, corporate & quantitative themed
    events (subject to availability)
  • Access to conference calls, webcasts, videos & podcasts
  • Access to research library

Tier Two

  • Access to all written research
  • Access to research library
  • Access to conference calls, webcasts, videos & podcasts
  • Limited access to the firm’s strategist, research analysts & sales team

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New York, NY 10022

(781) 772-1006

sales@trivariateresearch.com

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