About Citrini Research
If it has the potential to redefine market thinking, Citrini Research will be there early–with foresight and detailed frameworks for decision-making. Our promise: you’ll never have to ask “what’s the trade?”
Our Focus
At Citrini Research, we spotlight and demystify the transformative “megatrends” poised to shape the market’s distribution of returns for years to come. We believe that markets are driven by narratives more than any other factor, and by identifying these early, we help our clients unlock the highest potential returns. Using a unique blend of macroeconomic insights, second-order thinking, and qualitative judgment, we aim to uncover the themes that impact the entire economy and individual companies alike.
Trends we are covering
Our Philosophy
Citrini Research is built on a simple, unwavering conviction: markets respond to the stories and trends that define them. We maintain a no-nonsense, pragmatic approach to investing, focusing on finding the most asymmetric opportunities to compound capital. Our philosophy centers on doing what works—building our research around core themes that matter most to our clients, without distraction or fluff. With a track record of identifying key themes, we provide our clients with the insights necessary to hold long-term and realize outsized gains.
Our Strategy
Our strategy is defined by a commitment to thematic equity investing, focusing on “megatrends” that span industries and asset classes. We curate two to three in-depth thematic primers per year, covering trends that we believe will impact asset prices for years, if not decades. These primers guide our megatrend equity baskets, aiming for excellent risk-adjusted and absolute returns by isolating thematic exposure through carefully constructed long/short baskets. Whether it’s advancements in healthcare, shifts in fiscal and monetary policy, or emerging consumer trends, our approach captures the market’s biggest drivers.
Our Performance
Citrini Research has been at the forefront of thematic equity investing since inception, highlighting the promise of companies like Nvidia (NVDA), Eli Lily (LLY), and Eaton (ETN) through our unique perspective on secular thematic tailwinds. With a first-year total return exceeding +100%, our core portfolio, Citrindex, has demonstrated our commitment to delivering consistent, high-quality returns to our clients. Citrindex is updated regularly, with real-time notifications on any changes, ensuring our clients stay informed and aligned with market shifts.
Our Promise
Our promise is straightforward: If it’s set to redefine how investors view the market, we’ll be there early, sharing insights, frameworks, and actionable guidance to navigate change. No fluff, no unhelpful discussion—just direct, actionable insights. As a client of Citrini Research, you’ll never have to ask, “What’s the trade?” Instead, you’ll receive regular updates, market overviews, and timely insights on new developments in our themes, empowering you to stay ahead of market shifts, whatever the driver may be.