Our research is seamlessly implemented through our flagship model portfolio, the Aurelion Index, and our thematic equity baskets.
The Aurelion Index
Our actively managed model portfolio, the Aurelion Index, consists of our highest-conviction global equity ideas generated through our research.
Both individual and institutional investors implement the strategy automatically through our partnership with the Plutus platform (runplutus.com).
The name “Index” reflects our commitment to transparency. It serves not only as a portfolio with allocated capital, but also as a public record of how our research performs over time. Every position can be traced back to its original investment thesis, subsequent updates, and eventual exit communication.
Strategy Snapshot
117.0%
First-year return*
20–25
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 350-day period from June 30, 2025 to June 15, 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).
Performance was driven roughly equally by company-specific theses playing out and by correctly timing broader themes.
Leo-Pierre Trudel
Co-Founder and Lead Equity Analyst
Hear more about the process in our conversation with Planet MicroCap.
Trust, Then Verify with Leo Trudel, Co-Founder of Aurelion ResearchThematic Equity Baskets
A compelling theme does not guarantee compelling returns. Company selection still matters.
Our baskets seek to express a theme through businesses with attractive valuations, strong fundamentals, and the greatest potential to benefit as the investment case unfolds.
Rather than relying on a single winner, investors gain exposure through a carefully selected group of companies designed to offer a more attractive risk-reward profile.
Available for automatic implementation through Plutus.
Selected Baskets
9 Companies
Beneficiaries of governance reforms, rising market participation, and an improved inflation environment.
Japan Basket
Access on Plutus ↗10 Companies
Diversified across shipping segments best positioned to benefit from tightening supply and improving industry dynamics.
Shipping Basket
Access on Plutus ↗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.