Fundamental   |   Quantitative   |   Macro

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 – Are Small Caps the Alternative to the Magnificent 7?

During our investor conversations this past week, the subject of small-caps and the dramatic outperformance of the Magnificent 7 once again surfaced. We must admit we have mixed thoughts. On the one hand, we know that semiconductors are cyclical. Sure, the periodicity and amplitude of an AI-induced cycle can be different than previous cycles, but…

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Monthly Digest – February 2024

Earlier this week, we outlined “Ten Investment Views for the Next Ten Years.” These ideas cut across asset classes and geographies and are, of course, all long-term in nature. Each topic could probably be addressed with dozens of charts, arguments, and counter arguments. We did our best to channel Mark Twain – and took the…

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Buybacks are Not Particularly Effective

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 buybacks. On average, they were not rewarded, yet we have seen 17 announcements this week, including from…

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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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Tier One

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  • Access to all written research
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  • Access to research library

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  • 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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