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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

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 »

VIDEO – Which Stocks >$100 Billion Cap. Are Buys Now?

We track the number of stocks that are greater than $100 billion market cap. over time. There were 102 at the end of February, but 94 as of last night’s close given the sell-off this month (the S&P500 is down 5.7% month-to-date). Many investors are looking to find value in this sell-off–likely looking to buy

Read More »

Which Stocks >$100 Billion Cap. Are Buys Now?

We track the number of stocks that are greater than $100 billion market cap. over time. There were 102 at the end of February, but 94 as of last night’s close given the sell-off this month (the S&P500 is down 5.7% month-to-date). Many investors are looking to find value in this sell-off–likely looking to buy

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.

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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