The Aurelion Index Is Now Live on Plutus

Our actively managed global equity strategy can now be replicated in real time.

We are excited to announce that the Aurelion Index is now available through Plutus, an SEC-registered investment advisor. By connecting your brokerage account to Plutus, our model portfolio is automatically replicated in your own account in real time, with no manual trading required on your end. This is open to anyone who meets Plutus’ eligibility requirements, whether you have an Aurelion subscription or not.

Plutus’ official website explains the process very well: www.runplutus.com

Plutus is, in our view, the only platform that allows investors to seamlessly replicate research driven portfolios in their own brokerage account. The execution is reliable, and the team has clearly thought about every part of the experience.

The Aurelion Index currently ranks #2 year-to-date out of 91 portfolios and baskets available on the platform.

We are one of only a few research firms selected by Plutus, joining established names like Citrini Research and Le Shrub.

How It Works

• Simple connection through Interactive Brokers

• $40K minimum investment, set by Plutus

• Simple fee: just a 1% annual AUM fee charged by Plutus, with no performance fee.

Aurelion Research acts solely as a research and model portfolio provider under a data licensing agreement with Plutus, with no access to client identities, financial information, or personal data.

How We Will Run the Strategy

The Aurelion team will continue executing the same mandate that has driven the portfolio’s performance to date: identifying undercovered companies across any industry at moments when their risk/reward profiles are most compelling. Position weights will shift dynamically to reflect our current conviction on each name. We are also targeting a slightly larger portfolio than our current 13 holdings, with several new initiations already underway.

Upcoming Strategies and Baskets

We plan to expand our offering on Plutus with strategies that reflect our core areas of expertise:

1. A pure global commodity-focused portfolio, leveraging our coverage of energy, shipping, mining, and chemicals.

2. A defensive portfolio designed for long-term capital appreciation with lower volatility.

3. A tanker basket, capturing one of the niches where we believe we have a clear research edge.

Access the Aurelion Index on Plutus here

Please send us any questions at contact@aurelionresearch.com

The Aurelion Team

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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.

Aurelion Research is not a registered investment advisor and does not provide personalized investment advice. Plutus, operated by Namsoft Advisors, LLC, is the SEC-registered investment advisor responsible for managing client accounts on its platform. Aurelion Research acts solely as a research and model portfolio provider under a data licensing agreement with Plutus, with no access to client identities, financial information, or personal data. All decisions regarding the suitability and implementation of the Aurelion Index for any specific client are made exclusively by Plutus in its capacity as registered investment advisor. Past performance is not indicative of future results, and investing involves risk, including the possible loss of principal.

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