Citrini Research

Over the past century, 40% of returns have come from 1% of companies. Identifying these companies often depends on early discovery of market themes & narratives, the “megatrends” affecting not just individual companies or sectors but the entire economy. This is the kind of approach to investing we utilize at Citrini Research. We attempt to highlight and demystify themes that will define the market’s distribution of returns for years to come. By incorporating macroeconomics, second-order thinking, top-down sector analysis and a lateral approach to individual equities and markets in general, we aim to discover early & expand upon these themes for our clients. It is our most firmly held conviction that narratives drive markets more than any other factor. While our strategy has been defined in many ways by many people, we are solely concerned with one thing: doing what works. We maintain a no-nonsense approach to investing that focuses on the most asymmetric opportunities. Our holistic approach takes into account both behavioral and fundamental aspects of the most important trends impacting the value of stock portfolios. Unequivocally, Citrini Research has been at the top of the thematic equity investment game since it began - highlighting the promise of companies like Nvidia (NVDA), Eli Lily (LLY), Eaton (ETN), Credo (CRDO), and many, many more since we began publishing in early 2023. All have been presented through our unique view on the secular thematic tailwinds driving markets, providing our readers with the conviction necessary to hold for the long term and realize outsized gains.