Citrini Research

The Citrini Research Core Portfolio

To view the current allocation of the Core Portfolio (as of 12/10/2024)

For Attribution Analysis YTD (as-of 11-01-2024)

Articles

Citrindex One-Year Anniversary

Year In Review & State of the Themes for June 2024

June 2, 2024

Below are the articles which describe all the various adjustments and additions/deletions of positions in the core portfolio since inception on May 31 2023, in chronological order

The Citrindex: Part One

Core L/S Portfolio Performance Tracking for Thematic and Single-Name Equity

October 9, 2023

The Citrindex: Part One Redux (Investment Philosophy)

Core L/S Portfolio Performance Tracking for Thematic and Single-Name Equity

October 16, 2023

CitrIndex Core Portfolio Performance: Updates

Rates-maggedon went well!

November 15, 2023

Citrindex Performance Update

A Short Update on a Crazy Week

December 8, 2023

Citrindex Update: January 2024

Summary of Changes to the Citrini Research Core Portfolio

January 4, 2024

State of the Themes January 2024

Core Portfolio and Thematic Basket Developments & New AI + GLP-1 Plays

January 22, 2024

Citrindex: Monthly Update

Performance and Holdings

February 14, 2024

Core Portfolio: February Performance

The February and YTD Performance for the Citrindex

February 29, 2024

CitriniResearch Q1 Review & Outlook

Core Portfolio Performance Review, Changes & Macro Outlook

April 1, 2024