Aurelion
Research

Global Equity Strategies

Aurelion constructs investment strategies across global markets, with a focus on equities, commodities, and thematic opportunities.

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Products on Plutus: 8
On Plutus since: Mar 2026

The approach

Aurelion is built on the belief that the best opportunities emerge when both company fundamentals and the broader investment theme reach an inflection point. We identify companies across sectors, combining financial modelling with direct engagement with management teams. The objective is not simply to find long-term quality businesses, but to invest when valuation and sentiment create an attractive risk/reward. The Aurelion Index is our flagship strategy, a concentrated long-only portfolio of global equities. Our thematic baskets express a single durable investment theme while our Market Neutral Income portfolio is constructed for dividend yield with low volatility. Research is published for the portfolios and baskets at read.aurelionresearch.com. Our work reaches independent investors and institutions across 113 countries. Contact us: General: contact@aurelionresearch.com Léo-Pierre Trudel: ltrudel@aurelionresearch.com Jérémie Boyer: jboyer@aurelionresearch.com

Methodology

Management Interviews: Direct conversations with C-suite executives across our holdings. Global Field Research: On-the-ground work in local markets. Financial Modelling: Price targets based on our proprietary free cash flow valuation framework. Active Weighting: To maintain exposure to our highest-conviction ideas. Risk Management: By diversification across sectors, geographies and planned exit strategies.