Home

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: Sell Some Mag 7

The Case for Market-Weight the Mag 7 Over the last several years we have maintained the view, that it was prudent for long-only US equity managers to be at least market-weight the Mag 7. Today, our views have evolved to the point where we are changing our mind and believe lowering exposure is prudent. Our

Read More »

VIDEO – The Key Ingredients Of A Successful M&A Deal

The conventional wisdom is that 2025 will be a big year for Mergers & Acquisitions (M&A). Less regulation and pent-up demand have most of the lawyers and investment bankers we know quite busy these last few weeks. Hence, we looked at all M&A for the last 25 years for US companies, small-cap or larger, that

Read More »

Level Set: Were There Clues from Monday’s Blues?

Last Monday was a wake-up call for some portfolio managers. Whether explicitly through top-down work or ex-post through bottom-up security identification, many investors are overweight growth investment themes they believe can work for many years. Last year (see here) we identified six key long-term growth themes; AI Semiconductors, AI Software, Power / Utilities, Housing /

Read More »

VIDEO – What’s The Right Beta For Your Portfolio?

In December, we wrote a detailed note about beta (link), and how there is persistent alpha destruction associated with each incremental increase in portfolio beta. Investors tend to ignore beta when the market is performing well, like it did in 2023 and 2024. But the recent price action is likely a warning sign for CIOs,

Read More »

The Key Ingredients Of A Successful M&A Deal

The conventional wisdom is that 2025 will be a big year for Mergers & Acquisitions (M&A). Less regulation and pent-up demand have most of the lawyers and investment bankers we know quite busy these last few weeks. Hence, we looked at all M&A for the last 25 years for US companies, small-cap or larger, that

Read More »

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

950 Third Avenue, Suite 1903

New York, NY 10022

(781) 772-1006

sales@trivariateresearch.com

Request a Trial

[subscribe-checkbox]Subscribe to email updates[/subscribe-checkbox]
Show terms