Portfolio
Our research, expressed through investable strategies.
The Aurelion Index
Our flagship global equity strategy.
View performance below ↓Thematic Equity Baskets
Gain exposure to durable investment themes.
View baskets below ↓All portfolios are available for automatic implementation through Plutus, an SEC-registered investment adviser.
Past performance does not guarantee future results. Investing carries risks including the risk of the loss of principal. Aurelion Research does not manage or control any assets.
The Aurelion Index
Our actively managed model portfolio, the Aurelion Index, consists of our highest-conviction global equities.
Individual and institutional investors implement the strategy through our partner Plutus, an SEC-registered investment adviser.
The name “Index” reflects our commitment to transparency. It serves both as an investable strategy and a public record of our research. Every position can be traced back to its original investment thesis and eventual exit.
Strategy Snapshot
129.3%
Return for the period July 1, 2025, to August 19, 2026*
20 ‐ 30
Typical holdings across global equities
Long-Only
No leverage or derivatives
Selective
Highest-conviction ideas only
Dynamic
Positions and weighting evolve as theses develop
*Return for the period from July 1, 2025 to August 19, 2026. Performance figures are presented on a gross basis using official data provided by Plutus and do not reflect Plutus's 1% annual fee. Past performance is not indicative of future results. Investing involves risk, including the potential loss of capital. Aurelion Research is not a registered investment adviser. Plutus is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC).
Thematic Equity Baskets
Gain exposure to durable investment themes
Unlike a broad index, our baskets concentrate exposure in the areas of the market best positioned to benefit from the theme.
Each company in the basket stands on its own as a compelling investment.
Shipping
A long-term shortage of new vessels against an ageing fleet.
Equities across the sector trade at low valuations while generating significant cash flow. The basket holds stocks across dry bulk, crude tankers, and product tankers and aims to be actively positioned toward the best segments at each stage of the cycle.
Access on Plutus →
Japanese Capital Markets
Policy reforms, increased growth, and better capital allocation.
The basket holds companies positioned to benefit from the ongoing transformation of Japan’s capital markets. After a decade of equity market underperformance, we believe Japan is entering a new phase of sustainable equity market performance.
Access on Plutus →
Canada
A new phase of performance driven by several durable themes.
Rising defense spending, accelerating AI-driven electricity demand, and increased institutional allocation to domestic assets are emerging together. The basket holds companies with strong fundamentals and exposure to these themes.
Access on Plutus →
Latin America
Improving political and economic fundamentals across the region.
Institutional capital is rotating back into emerging markets, materials are benefiting from a stronger commodity backdrop, and regional policy is stabilising. The basket holds quality businesses positioned to benefit across several countries.
Access on Plutus →
Baskets are implemented by Plutus, an SEC-registered investment adviser.
Plutus Integration
Put the Aurelion Index portfolio and our baskets to work. Live, seamless, and automatic.
Go to Plutus →Explore the Research
The portfolio and thematic equity baskets can be viewed on our research platform, alongside the underlying investment theses.
Read the Research →Distributed on LSEG Workspace (Refinitiv) terminals. Institutional access: contact us →
Portfolios are made available through Plutus, the registered investment adviser; Aurelion Research is a publisher of investment research and does not manage client assets or provide personalized investment advice. Performance figures are gross of the 1% Plutus fee and derived from official Plutus data. Past performance is not indicative of future results. Investing involves risk, including the possible loss of capital. Click here for full disclosure.