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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

Could Energy Stocks Be More Defensive This Cycle?

Oil prices have been range bound for nearly two years, with surprisingly little volatility given some clear demand and supply disappointments.  Energy stocks in the interim period have in some ways materially improved.   The percentage of stocks that are in Trivariate’s highest quality substance quartile, we call “High Quality,” is now higher than the percentage of

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VIDEO – Stock Splitting Works

Two of the best performing stocks year-to-date, NVDA and CMG, have recently announced 10:1 and 50:1 stock splits, respectively, catalyzing us to investigate the performance of stock splits historically.  While this is a well-traversed area of academic and Wall Street research, we wanted to investigate this the “Trivariate Way” to see if there were any

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Level Set – Sometimes Down Is Bad, and Sometimes Up Is Bad

A week ago, an investor mentioned to us that after NVDA’s earnings report on May 22nd, earnings season was essentially over. That turned out to be a huge exaggeration if you were long Software or short Retailers. For Software, the growing concern over the last year about AI disrupting that industry is now reaching a

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Trivariate’s Most Read Research – May 2024

Last month, we updated our outlook on the U.S. equity market to a more neutral stance – we feel like the next 10% move in the market (up or down) is probably equally balanced. While we recognize the potential for margin expansion to drive equity prices higher, we also acknowledge the increased risk of stagflation,

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Stock Splitting: Divide and Prosper

Two of the best performing stocks year-to-date, NVDA and CMG, have recently announced 10:1 and 50:1 stock splits, respectively, catalyzing us to investigate the performance of stock splits historically.  While this is a well-traversed area of academic and Wall Street research, we wanted to investigate this the “Trivariate Way” to see if there were any

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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.

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An outline of our subscription tiers

Tier One

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  • Access to all written research
  • Access to Trivariate Research model outputs
  • Access to investor, corporate & quantitative themed
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  • 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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