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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 – How to Get Defensive

Click here to watch the video We spent last week meeting with investors on the West Coast marketing our 2023 Year Ahead Outlook note published earlier in January.  Insane hotel prices, massive airport delays, and biblical rains aside, investors generally asked a lot of questions about consumer strength, earnings, multiples and our sector views. Our…

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Do You Have The Energy?

We have recommended that our clients overweight their exposure to energy stocks since we started Trivariate Research in 2021. After a huge run of outperformance, many of the investors we speak to are wondering if it is time to take profits. The recent disconnect between energy stocks and oil prices, where stocks have held flattish…

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Level Set – What Are the Least Offensive Defensives?

We spent last week meeting with investors on the West Coast marketing our 2023 Year Ahead Outlook note published earlier in January. Insane hotel prices, massive airport delays, and biblical rains aside, investors generally asked a lot of questions about consumer strength, earnings, multiples and our sector views. Our high-level view of an “erode not…

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Year Ahead Outlook

When we have talked to institutional investors over the last month, it has become clear that the consensus view of US equities is that the market will go lower in the first part of 2023 and go higher later in the year.  People are cautiously optimistic.  Investors might talk negatively about market conditions, but many…

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What Really Happened In Q4

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 provide 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

950 Third Avenue, Suite 1903

New York, NY 10022

(781) 772-1006

colin@trivariateresearch.com

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