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

What Really Happened In Q3

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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Monthly Digest – September 2023

In case you missed it, below is a digest of the most clicked on notes and videos with some key charts/tables that we’ve published month-to-date.  We’ve written about quality growth, price momentum, earnings, multiples, and the industrials and consumer sectors to name a few. In our pipeline, we are working on a spin-offs piece, computing…

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Consumer – A Level Set of Trivariate’s Views

For generalist PMs and CIOs, the health of the US consumer and what to do with the related stocks appear at a crossroads. For consumer PMs and analysts, fishing for perspective outside of their typical pond also seems important. Hence, the timing of today’s inaugural Trivariate Consumer Level Set could not be better. We will…

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Level Set – Consensus Isn’t Always Wrong

It became clear in August that the overwhelming consensus expectation was that the market would behave like a double-breaking putt. September would be a bad month for US equities, and then the market would rally into year end and finish the year at highs. So far, at least the first part of that is playing…

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Level Set – No Apples and Honey

At the index level, the US equity market is having a strong year so far in 2023. The S&P500 is up 16% year-to-date and the Nasdaq is up 31%. Things should be sweet. But with the sharp pullback on Friday, the S&P500 performance is exactly 0.00% this quarter. All those trades, and not a dollar…

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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.

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