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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

VIDEO – Growth Stocks: Identifying Winners & Losers

Recently at a stock idea event, an investor pitched a growth stock, saying that despite its high multiple, the stock should work because the top- and bottom-line growth were likely going to be fast enough to offset multiple contraction.  This catalyzed us to investigate the major attributes of growth stocks that beat or lag the

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Growth Stocks: Identifying Winners & Losers

Recently at a stock idea event, an investor pitched a growth stock, saying that despite its high multiple, the stock should work because the top- and bottom-line growth were likely going to be fast enough to offset multiple contraction.  This catalyzed us to investigate the major attributes of growth stocks that beat or lag the

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Level Set – The 3 Biggest Topics of Conversation

We have been discussing our 2H Outlook Note extensively over the last two weeks and wanted to address three topics on which investors were focused as well as recent price action in today’s Level Set. Topic 1 – The Fed: We noted in our outlook report that we thought it was a waste of a

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Level Set – What Do You Need to Believe to Be Bullish on US Equities?

When we hosted our second half 2024 outlook last Tuesday (replay here, passcode: q66CnS.h), we intentionally left out the details about earnings and multiples. We wanted to discuss where to save time, where to spend time, and our best ideas for outperformance. We did receive some follow-up questions about the consensus projections for earnings and

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Three Most Clicked on Charts from Our 2H Outlook

Since March of 2023 we have been tracking many AI-related references on transcripts – mentions of AI have collapsed but mentions of GPUS have stayed more constant.   This has caused us to create a “GPU” basket, tweaking our “AI” basket where exposure could be more dubious.   The margins of growth stocks that are mentioning AI

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VIDEO – 2H 2024 US Equity Outlook

We published our 2H 2024 US Equity earlier this week and hosted a webcast to discuss our work. Please click here to read our note and here (Passcode: q66CnS.h) to watch the webcast replay.

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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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