Services

Aurelion provides services across investment research and security selection

Actively Managed Portfolio of High-Conviction Ideas

View Portfolio Performance

Aurelion Research maintains a concentrated selection of Buy-Rated companies within the global small-cap universe.

  • The performance of these equities is systematically tracked through the Aurelion Index.

  • Ratings remain dynamic and are managed in real-time to reflect shifting fundamentals and valuation metrics.

  • The primary mandate of the Aurelion Index is to deliver consistent outperformance relative to global benchmarks.

  • Please visit our Performance page for a detailed breakdown of the Aurelion Index.

Research Services

Initiating Coverage Reports

Comprehensive fundamental research on new additions to the global coverage universe, including business model analysis, valuation frameworks, and risk assessment.

Proprietary Financial Modeling

Financials forecasts and select alternative data to determine price-targets and intrinsic value.

Ongoing Coverage

Regular earnings updates, company-specific notes, and thesis revisions to reflect real-time changes in fundamentals, valuation, and market conditions.

Management Access

Facilitation of direct engagement with executive teams for select covered companies to support primary research.

Investment Philosophy & Methodology

The firm focuses on the $50M to $15B global small and mid-cap universe, where equity research coverage is limited and inefficiencies are more prevalent. The firm applies a repeatable process designed to identify mispriced opportunities through four main pillars:

1. Qualitative Information Advantage

In the small-cap universe, reported figures often fail to capture the full fundamental picture. Aurelion Research supplements quantitative analysis with primary research, including direct management meetings, site visits, and industry engagement, to identify operational inflection points and emerging catalysts not yet reflected in market pricing.

2. Primacy of Cash Generation

While the broader market often relies on cash flow proxies to enable rapid comparisons, Aurelion Research focuses on actual cash generation. The firm use a systematic process to analyze underlying free cash flow sustainability and returns on invested capital, prioritizing economic substance over accounting narratives.

3. Concentration

Coverage is intentionally concentrated to reflect the firm’s highest-conviction ideas.

4. Alignment

Aurelion operates under a fully independent research model, free from conflicts associated with investment banking, M&A advisory, or trading commissions. Founders’ personal capital is invested alongside clients in Buy-Rated companies, directly aligning the firm’s success with performance of its research.