About Citrini Research
At Citrini Research we attempt to highlight and demystify themes that will define the market’s distribution of returns for years to come.
Over the past century, 40% of shareholder returns have come from 1% of all companies. Identifying these companies is often a function of early discovery of market themes and narratives–“megatrends.” Megatrends affect not just individual companies or sectors, but the entire economy.
We maintain a no-nonsense approach to investing that focuses on the most asymmetric opportunities to compound capital.
By incorporating macroeconomics, second-order thinking, qualitative judgment, and a lateral approach to individual equities and markets in general, we aim to discover themes early and expand on them for our clients. Narratives drive markets more than any other factor–that’s our most firmly held conviction. While our strategy has been defined in many ways by many people, we are solely concerned with one thing: doing what works.
Unequivocally, Citrini Research has been at the top of the thematic equity investment game since it began–highlighting the promise of companies like Nvidia (NVDA), Eli Lily (LLY), Eaton (ETN) and many, many more since our first publication in early 2023. All have been presented through our unique view on the current secular thematic tailwinds, providing our readers with the conviction necessary to hold for the long term and realize outsized gains.
If it is going to change the way investors think about the market, we’re going to be there early sharing our thoughts, ideas, frameworks, and expectations for navigating those changes.
Here’s what you can expect as an institutional client of Citrini Research: You’ll receive two to three in-depth thematic primers per year–covering what we believe are megatrends in the markets. These thematic equity primers are not trades–they’re trends that we believe will affect asset prices for years–if not decades. The megatrend baskets we provide attempt to achieve excellent risk-adjusted and absolute returns. These are themes that have wide-reaching implications across industries and asset classes and utilize carefully constructed long/short equity baskets that attempt to completely eliminate factors other than the theme itself. Elections, advancements in healthcare and technology, fiscal and monetary policy, energy requirements, secular consumer trends and many more.
As a Citrini Research client, you’ll never have to ask “what’s the trade?”
You’ll also receive regular updates on new developments in these themes as they progress. Additionally, we share our market overview regularly to ensure you’re never taken off-guard by the broad market shifts–whether driven by monetary policy, fiscal policy, geopolitics or anything else. Finally, we share our Citrini Research core portfolio with all institutional clients. Updated regularly with changes communicated in real-time. Our Citrini Research Core Portfolio or “Citrindex” has generated more than +100% in total return in the first year since inception.