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

VIDEO – Do You Know These 4 Points About Growth Stocks?

Background: We highlight and update four of the most crucial areas of our research for growth investors. This includes our work on quality, beta, and forecasted growth, how even when you are successful it can be challenging, the current major growth themes and how to think about risk management of them, and some extreme valuations

Read More »

Do You Know These 4 Points About Growth Stocks?

Background: We highlight and update four of the most crucial areas of our research for growth investors. This includes our work on quality, beta, and forecasted growth, how even when you are successful it can be challenging, the current major growth themes and how to think about risk management of them, and some extreme valuations

Read More »

Level Set – Four Ideas for Offense

In last week’s Level Set, we discussed ways for investors to get defensive (see here). We received pushback from some of our clients who asked why we thought it made sense to offer defensive ideas given recent strong price momentum and relatively stable economic data. Earlier this past week, we held a cross-asset idea dinner

Read More »

Level Set – What Are the Best Ways to Get Defensive?

Six Ways to Play Defense While our recent interactions with institutional investors signal that many think the S&P500 will continue to grind higher, we are also consistently asked which ”defensive” stocks look attractive. It seems clear that the “old school,” traditional defensive playbook of Pharmaceuticals, Consumer Staples, and Telecoms is a “broken play.” Hence, we

Read More »

VIDEO – Do Tariffs And Pricing Matter?

Using NLP on 2,488 earnings calls since March 2025, our research finds that 37% of companies mentioned both tariffs and pricing—most notably in Materials and Consumer sectors. Lower-quality and value stocks were more likely to raise the issue. Commentary about uncertainty or cost absorption correlated with weaker stock performance, while direct price pass-through and a

Read More »

Do Tariffs and Pricing Matter?

Background: We looked at the earnings call transcripts of 2,488 companies for all mentions of both tariff and pricing-related words since March of 2025 using Natural Language Processing (NLP). 918 of the companies (37%) had at least one mention of both tariffs and pricing, with 4,819 total mentions at these companies. Stocks we tag as

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

Show terms