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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

Level Set – Where Is the Revenue Growth?

We wrote in our year-ahead outlook, that revenue acceleration would be an important variable for stock selection in 2025. After gross margin growth was its most effective for stock selection in 2024 in over 20 years, we now think revenue growth and acceleration will matter more for stock pickers in 2025. To be clear, at

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Beneficiaries From The Biggest New Technology Themes

Late in 2024, research firm Gartner, Inc. came out with a report highlighting the ten Technology trends to watch for 2025. We searched the earnings call transcripts and websites of 383 public US Technology companies, and created baskets of stocks in these key areas to help us understand these Technology trends and identify stock ideas.

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3 Most Asked About Exhibits from our 2025 Year-Ahead Outlook

Below are the three most asked about exhibits from our 2025 Year-Ahead Outlook research. CLICK HERE to access the full report. If you have questions on these or any other topics related to the current investment landscape, please don’t hesitate to reach out to us. 1. COMPANY-SPECIFIC RISK AND REPLICABILITY ARE KEYS Where should a

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Level Set: Agreement and Pushback

We published our year-ahead outlook last Monday, January 6th (see here), and spoke with many investors about our market views over the last week. While we were not surprised by some of the pushback we received, we were surprised about areas where we DID NOT receive much pushback. We thought we would address both the

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2025 Year Ahead Outlook

Attached is our 2025 year-ahead outlook. We will be hosting a zoom at 11am EST today to discuss this research and take Q&A (click here to register). There will be a replay link sent out later today if you can’t join live. If you would like to schedule a 30-minute one-on-one zoom with Adam Parker

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What Really Happened In Q4 2024

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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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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