Strategies
Strategies consist of our flagship portfolio, the “Aurelion Index,” as well as thematic equity baskets derived from our research.
Strategies are available in two ways: a real-time dashboard of positions via the Aurelion Live subscription, or automated execution through our partner Plutus.
Plutus
Through Plutus, our portfolio (the “Aurelion Index”) and thematic baskets can be replicated directly in brokerage accounts. Plutus allows users to automatically invest in model portfolios and handles trade execution.
More information on Plutus: www.runplutus.com
Aurelion Live
The Aurelion Live subscription tier gives real-time access to our portfolio (the “Aurelion Index”) and thematic baskets. This includes live positions, weights and trade history (and does not require investing through Plutus). The dashboard is hosted on Plutus and contains detailed analytics.
In addition to our flagship portfolio, you get all our thematic equity baskets (see below). Baskets get updated after the initial thematic report presenting them, so you always have the updated holdings and weights to play the theme best.
To receive access, click Subscribe and choose the Aurelion Live tier or upgrade your current subscription (a short guide is available here if needed).
The Strategies
The Aurelion Index
Our flagship portfolio, concentrated in our highest-conviction global equities.
Link: Aurelion Index Plutus
The Aurelion Index is an actively managed portfolio focused on small to mid-sized global equities that targets long-term capital growth. The strategy focuses on high-conviction stocks, using fundamental analysis and timing to identify the most compelling opportunities. Equities both benefit from compelling investment themes and have short-term attractiveness at the company level. Positions are continuously reviewed to keep capital invested in the best ideas.
Thematic Baskets
Our thematic equity baskets provide exposure to compelling and durable investment themes. Companies within the basket benefit from the theme and have standalone investment merits, with attractive valuations and fundamentals.
Rather than relying on a single winner, gain exposure through a carefully selected group of companies designed to offer a more attractive risk-reward profile.
Shipping Basket
Link: Aurelion Shipping Basket
The shipping industry faces a long-term shortage of new vessels, creating a highly attractive opportunity for established shipping companies.
Equities are trading at low valuations while generating significant cash flow, which is driving renewed investor interest. The basket consists of actively managed small to mid-cap shipping equities across dry bulk, crude tanker, and product tanker segments. The portfolio aims to navigate shipping cycles by being exposed to the right segments at any point in time.
Japanese Basket
Link: Japanese Equity Basket
Japan equities are experiencing several positive trends.
The economy is returning to growth, the political environment is becoming more supportive, trading activity is rising, and households are gradually reallocating savings toward equities. The basket consists of actively managed Japanese equities positioned to benefit from the ongoing strengthening of the domestic capital markets. The strategy focuses on companies with improving shareholder returns and capital allocation, aiming to capture the re-rating over time.
Canadian Basket
Link: Canadian Equity Basket
As Canadians, we believe the country is entering a new phase of equity market performance. Several durable investment themes are emerging across the country, including rising defence spending, accelerating AI-driven electricity demand, and increased institutional allocation to domestic assets. The strategy focuses on high-conviction companies with strong standalone fundamentals while capturing exposure to key themes driving the next phase of Canadian equity performance.
How We Run the Strategies
Both the portfolio (Aurelion Index) and baskets are actively managed. Companies with broken fundamentals or no longer attractive valuations are removed from the strategies. This means the portfolio aims to be best positioned for the future at any point in time.
The Aurelion Index maintains diversification across different themes and sectors to create a long-term attractive risk profile for the portfolio. Baskets are focused on a single theme but contain a wide range of company types to improve overall risk balance within the theme.
For company selection, the Aurelion team will continue executing the same mandate that has driven the performance to date: identifying undercovered companies at moments when their risk-reward profiles are most compelling.
We will continue placing a strong emphasis on cash flow generation and meeting management teams of the companies we research, as this has proven highly successful. Position weights shift dynamically to reflect our current conviction.
More about us on our company website: aurelionresearch.com
Please send us questions at: contact@aurelionresearch.com