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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

Do You Know This About Small Cap Value?

We have a meeting every day where we are asked about small cap stocks. We have recently written about mega / large cap value (LCV) investing and compared large-to-small cap. value (SCV) investing for asset allocators. SCV stocks have cumulatively performed in line with (LCV) stocks since the Financial Crisis but have lagged the S&P500 materially since 2019. SCV

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When Should You Buy Small Cap Value?

Many cross-asset investors have been arguing they like small cap stocks over large cap stocks, citing extreme valuation and the Fed cycle as catalysts. Last week, we focused on large cap value stocks, arguing that they may have less upside given their lower beta, lack of Financials in the universe (if investors think rates will help),

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Did You Know This About Large Cap Value Investing?

With recent interest rate cuts, many investors are seeking insights on Mega/Large Cap Value (LCV) stocks. Our analysis dives into the current state of this sector, characterized by a number of viable investment options and significant changes in market dynamics. Changing LCV universe: The number of LCV stocks has dwindled to just 65, as the Financials

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Level Set – The Worst

There’s Nothing Worse than a Wrong Consensus Bear Nothing is worse than being a consensus bear when the market keeps rallying. Most people know that September is typically a volatile month, and the average September returns are the worst of any month of the year. We flagged it, and so did everyone else. With it

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Complaining About Your 10 Baggers

NVDA history lesson: NVDA was $14.27 on January 5th of 2023, and subsequently rose to $135.58 on June 18th of 2024, a 9.5x appreciation. NVDA bottomed at $98.91 on August 7th, a 27% decline from its high. NVDA went from $3.20 early in 2019 to $30.95 late in 2021, for a 9.7x appreciation. But the stock then fell

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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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