The Aurelion Index
A live model portfolio reflecting our current highest-conviction global equities. Investors allocate capital to this strategy via the Plutus platform. Track live returns below.
Conviction-Based Research
We cover global small and mid-cap equities through fundamental research, including direct management meetings, site visits, and proprietary financial modeling. The Aurelion Index is built from this research and includes only our highest-conviction ideas. Position sizes are adjusted in real time based on conviction and risk-reward.
The Aurelion Index also serves as a transparent track record of our research and reflects the performance of our Buy-Rated equities. Every position includes full documentation of the underlying thesis, providing visibility into what is held and why.
Financial institutions and investment firms should reach out to contact@aurelionresearch.com for institutional research.
Implementation
The decision to implement our model portfolio, and the method of implementation, is up to the reader. Third-party platform availability is not a solicitation. Aurelion Research is not an investment adviser and does not provide investment advice.
SELF-DIRECTED
Use published research and model updates to support independent decisions. All allocation and execution decisions remain the responsibility of the investor.
Access our Research →AUTOMATED VIA PLUTUS
Allocate to the Aurelion Index on runplutus.com. Automatic execution and rebalancing are handled seamlessly.
Get started on Plutus →Aurelion Index vs. Benchmarks
Performance is presented gross of fees and transaction costs. Source: Aurelion Research.
Disclosures
The Aurelion Index is a model portfolio reflecting the research output of Aurelion Research. It is not a fund. Performance figures are presented gross of fees and transaction costs. Past performance is not indicative of future results.
Nothing on this page constitutes investment advice or a solicitation to buy or sell any security. Please consult a qualified financial advisor before making investment decisions. See full Disclaimer and Privacy Policy.
Léo-Pierre Trudel
Co-Founder, Lead Equity Analyst
Léo co-founded Aurelion Research and serves as Lead Equity Analyst. While coverage is shared across the team, he principally covers industrials, healthcare, consumer, and technology. He began his career on the buy side with analyst and internship experience in Canada. He worked at PineStone Asset Management, a global large-cap equity investment manager with approximately $60B in assets under management. Previously, he worked at Pembroke Management, a global small-cap investment firm managing approximately $3B in assets. Additionally, he gained boutique hedge fund exposure at Montreal-based Tonus Capital.
Jérémie Boyer
Co-Founder, Lead Commodity Analyst
Jérémie co-founded Aurelion Research and serves as Lead Commodity Analyst. He principally covers shipping, mining, energy, and diversified equities. His work focuses on identifying overlooked companies ahead of improvements in market sentiment. He began his career on the buy side, working at the Rivemont Micro-Cap Fund. At Rivemont Investments, Jérémie sourced ideas in the Canadian micro-cap space through management meetings, investor events, and fundamental analysis.