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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.

Research Library

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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.

The Riskiest Sector in the Market
If your stock selection model doesn't work, the variables you consider to pick stocks are all correlated, long-standing relationships to macro factors have reversed, and names are less defensive during downturns, then you have a risk management problem and a headwind to bottom-up stockpicking...
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What's so "ESG" about ESG ETFs?
Over the past few years, large asset managers have sought to meet a dramatic rise in demand for socially responsible investments, with ETFs energetically marketed as "ESG". We selected four of these ESG ETFs to analyze, and on the surface all of them appear to superior to the SP500 on many common metrics. Performance has been stronger than
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The Eight Riskiest Names in Technology
We think that portfolio managers should be buying growth stocks again, focusing on positive free cash flow and margin expansion. These metrics were effective at picking winners from losers following growth-stock sell-offs, and worked at this same phase in the 2009-2010
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Is this 2010 Again?
We compared the first 300 trading days following the 2009 Finacial Crisis and 2020 COVID-19 Crisis and found many parallels. We then evaluated the Investing style that worked in Day 301 going...
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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

Team Bios

Adam Parker

CEO & Founder of Trivariate Research LP

Adam brings 20 years of experience in equities, including four years on the buy side and 18 years on sell side to Trivariate Research LP. Prior to Trivariate Research , Adam was the founder and lead portfolio manager of Trivariate Capital, an equity long/short hedge fund. From 2017-2019 Adam worked as the Director of Quantitative Strategy at Eminence Capital, reporting to the CEO and Founder. In this role, he was  responsible for building a quantitative infrastructure to conduct analysis around single stock research; risk management; diagnostics of prior trades to improving sizing and timing; and macro research.

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Colin Cooney

Managing Director, Head of Sales at Trivariate Research LP

In his 20 years of experience in the financial services industry, Colin has held various senior roles at Morgan Stanley and UBS including institutional equity sales and relationship management. Colin has worked with a variety of clients including hedge funds, pension funds, endowments, mutual funds and other institutional money managers. He has experience in a diverse range of equity products from single stock equities, ETFs, indexes, derivatives, prime brokerage, trading, and capital market activities, Prior to Trivariate Research, Colin worked at Minot Wealth, and independent wealth advisory firm. Colin is a graduate of Providence College and lives in Wellesley, MA with his wife, Erin, and their three children, Brennan, Will and Chris.

Jonathan Gill

Senior Analyst at Trivariate Research LP

Jonathan is a Sr. Quantitative Research analyst who joined Trivariate in February 2022. Previously, he was a buy-side researcher holding roles at Bridgewater Associates and Ellington Management Group, where he worked on both fundamental and quantitative strategies spanning multiple asset classes.  Jonathan holds a BA in Mathematics and Economics and an MS in Applied Mathematics from Columbia University, where he was also a starter on the national semifinalist squash team.

Maxwell Arnold

Analyst at Trivariate Research LP

Maxwell is a Quantitative Research analyst who joined Trivariate in May 2022 after graduating from Northeastern University. Maxwell completed a BS in Mathematics and Business Administration with a concentration in Finance and a minor in Data Science. He previously interned at Trivariate in the summer of 2021 and developed a profitable quantitative sports betting data and risk management framework through an entrepreneurship program at Northeastern.

Brad Roche

Senior Sales Consultant at Trivariate Research LP

Brad has held various sales and sales management positions over the last 30+ years, with UBS and Morgan Stanley, and has been an advisor to global equity / cross asset strategy committees. He innovated the multi-asset sales coverage model for US Mutual Fund GAA clients and has strong relationships across the US Mutual Fund Multi-Asset Solutions community. He has a working knowledge of cross-asset investment products and global portfolio construction. Brad earned a M.B.A. from the Columbia Business School (Finance / Accounting), an B.A. from Boston College (Economics), and matriculated at Durham College, UK.

Julie Condron

Director of Corporate Sales at Trivariate Research LP

Julie formerly worked as an equity research analyst at Fidelity covering the semiconductor and retail industries and as a research associate at Sanford Bernstein covering semiconductor, software and IT services. She began her Wall Street career at Robertson Stephens as an Investment Banking analyst covering the Telecom and Healthcare IT Services industries.  Julie has a BSBA in Finance from the McDonough School of Business at Georgetown University. She lives in Winchester, MA, with her husband, Bill, and their son and daughter. 

950 Third Avenue, Suite 1903

New York, NY 10022

(781) 772-1006

colin@trivariateresearch.com

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