Portfolio

Where Research Becomes Actionable and Transparent

Citrini identifies narratives early and translates them into actionable thematic equity baskets that are trackable in our model portfolio portal, the Citrindex.

The Citrindex portal brings our research to life, connecting written insights with real-time thematic positioning for institutional investors. It provides a transparent view into how the narratives are expressed, sized, and adjusted as markets evolve.

Themes Not Sectors

The Citrindex incorporates active management that over/underweights themes, considers factor exposures, hedges certain risks, and dynamically adjusts the holdings of baskets based on how trends progress.

Our portfolio is diversified on a security level but concentrated at the thematic level. We isolate themes not sectors, creating awareness around the forces driving markets.

The Citrindex Portal includes:

150+ thematic baskets

Real-time notifications highlighting dynamic adjustments

Macro trade tracker for our macro trade ideas

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The Expression of Conviction

Many investors have strong opinions on what will happen, but don’t know how to express those views in the market.

That’s where we come in.

Citrini provides the framework and trade expression through transparent baskets that can bring those views to life.

If it's a tradable theme, we likely already have a basket for it.

Talk to Citrini