Aurelion Research is an independent publication focused on overlooked stocks, investment themes, and commodities. We are former analysts with experience at institutional investment funds. We saw too much research shaped by Wall Street incentives, so we built Aurelion to be transparent. A key part of what we do is actively managing and sharing our portfolio alongside our research. We focus on small to mid-cap stocks, where we see the highest returns.
We do what AI can’t: talk to CEOs and CFOs, visit sites, and speak with investors.
Concisely presented so you get what matters.
We buy our own stock ideas, and our stock portfolio has significantly outperformed most benchmarks since inception (+114% since July 2025).
Click here to view real-time portfolio performance
Our commodity track record speaks for itself, including calling the 2025 chemical rebound, the shipping recovery following the 2024 downturn, and the 2025 gold and silver bull market, which we exited in early 2026.
Our mission to you: ensure you never run out of quality stock ideas for your own portfolio or fund, while staying sharp and up to date on markets.
Stock Portfolio Performance - Aurelion Index
The Aurelion Index is a portfolio of our highest-conviction stock picks (small to mid-cap companies), actively managed and backed by research. More detail here.
We have partnered with Plutus, a platform that allows users to automatically invest in model portfolios and handles trade execution, more here.
Aurelion Index Return: +114.38% in 10 months (launched in July 2025)
Subscription Tiers
Free
Access research for free and preview our paid reports. Free subscribers still get meaningful exposure to ideas and reports.
Paid
~2 reports per week. Stock ideas, thematic research, commodity, and more.
Full access to our entire library of reports. Currently 100+ reports.
Live access to our actively managed portfolio: the Aurelion Index. All stocks are backed by in-depth research.
Access to our real-time trades & rationale. As a reminder, this is not investment advice, please conduct your own research.
Aurelion Pro
For those seeking direct access or a personalized experience.
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Additional portfolios & baskets
FAQ
What types of stocks are in your portfolio?
Only our highest-conviction ideas make it into the Aurelion Index. We focus on undervalued small and mid-cap stocks across global markets, with a primary focus on the United States, and exposure to Canada, Europe, Japan, and South America. Every position is backed by detailed research and we typically add 2-3 new ideas per month, actively removing positions when the thesis plays out or a better opportunity comes along.
What are your thematic pieces and what do I get out of them?
Our thematic pieces cover the major trends shaping markets today, written from the ground up so anyone can follow along. No prior knowledge needed. By the end, you will understand the topic and know exactly what to do next.
Why smaller companies?
Large companies are heavily researched, but stocks under $15 billion are often underfollowed. That creates opportunities when share prices diverge from real business value. We have found many of our best investments in this space and will continue to focus there. In less efficient markets, our primary research matters even more.
What makes your stock analysis different?
1. Boots-on-the-ground research. We visit companies, meet management teams directly, and build our own financial models.
2. Focus on real cash generation. We focus on what cash a business actually produces and what reaches shareholders, not accounting-based proxies that can flatter the numbers.
3. Concentration over diversification. We hold only our best ideas. Owning 60 stocks dilutes the ones you truly believe in, and we think excessive diversification is one of the main reasons skilled investors underperform.
I am not sure I will use everything, is this for me?
That is normal, most subscribers join us for one primary reason.
Our answer to that is simple: if you are here for the research, great. You know that we have real conviction in what we claim in our research, because we are judged on whether we are right by the performance of the stocks we select.
If you are here for the stocks, great. You know that we research them thoroughly and understand the broader themes that impact each company.
How do I upgrade to a Paid or a Pro subscription?
Whether you are a free subscriber upgrading to Paid or a Paid subscriber moving to Pro, sign in to your account on Substack and follow the instructions found here.
Can I engage in the Substack chat?
Absolutely. We highly encourage participation in our chat by replying to discussion threads. Thoughtful debate about our research and market developments benefits everyone.
Contact us via Substack or by email at: contact@aurelionresearch.com
The Aurelion Team
Disclaimer
Aurelion Research is an independent equity research publisher. All content is provided for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy, sell, or hold any security. Nothing published by Aurelion Research should be relied upon as a basis for any investment decision.
Aurelion Research is not registered with the AMF, SEC, or any other securities regulator and does not provide personalized investment advice or portfolio management services. Readers should conduct their own independent research and consult qualified financial professionals before making any investment decisions.
Information presented is based on public sources believed to be reliable at the time of publication but is not guaranteed for accuracy or completeness. Aurelion Research undertakes no obligation to update any information, opinions, analyses, or performance data, even if such information becomes outdated or inaccurate.
Past performance, including the performance of the Aurelion Index, is not indicative of future results. The Aurelion Index is a model portfolio presented for research transparency purposes only and is not an investable fund. Returns do not reflect fees, transaction costs, or taxes.
Aurelion Research, its affiliates, and its analysts may hold, may not hold, or may change positions in securities discussed at any time without notice. Content is intended solely for use in jurisdictions where such publication is legally permitted.
© 2026 Aurelion Research Inc.
