Plutus

We are partnering with Plutus to make our portfolio, the Aurelion Index, replicable in brokerage accounts. No Aurelion subscription is required.

Plutus allows users to automatically invest in model portfolios and handles trade execution.

Access our portfolio on Plutus here: Aurelion Index Portfolio - Plutus

More information on Plutus at: www.runplutus.com

Disclosure: Plutus is registered as an SEC investment adviser, and for users, investment advice is provided by Namsoft Advisors, LLC. We are compensated for making our model portfolios available on the platform. Questions should be directed to Plutus. Aurelion Research does not provide financial or investment advice, and this page, or any other mention of Plutus, should not be interpreted as an endorsement or recommendation. We acts solely as a research and model portfolio provider under a data licensing agreement with Plutus, with no access to client identities, financial information, or personal data.

How It Works?

Simple connection through Interactive Brokers, trades are executed automatically in the account.
$40K minimum investment, set by Plutus
Simple fee charged by Plutus: 1% annual AUM, with no performance fee.

The Aurelion Index ranks among the top-performing portfolios on Plutus.

About Aurelion Research

We are an independent equity research firm specializing in global small and mid-cap equities. We publish thematic and commodity research, as well as detailed stock research, aimed at identifying overlooked companies. Every company added to our Aurelion Index portfolio is backed by a detailed report. Read more on our About page.

How We Run the Strategy

The Aurelion Index is an actively managed portfolio of approximately 20 global small and mid-cap equities. The Aurelion team will continue executing the same mandate that has driven the portfolio’s performance to date: identifying undercovered companies across any industry at moments when their risk/reward profiles are most compelling. We will continue putting a high emphasis on cash flow generation and meeting management teams of companies we research, as it has proven highly successful. Position weights will shift dynamically to reflect our current conviction on each name.

Please send us questions at: contact@aurelionresearch.com

The Aurelion Team

Disclaimer

Aurelion Research is an independent equity research publisher. All content is provided for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy, sell, or hold any security. Nothing published by Aurelion Research should be relied upon as a basis for any investment decision.

Aurelion Research is not registered with the AMF, SEC, or any other securities regulator and does not provide personalized investment advice or portfolio management services. Readers should conduct their own independent research and consult qualified financial professionals before making any investment decisions.

Information presented is based on public sources believed to be reliable at the time of publication but is not guaranteed for accuracy or completeness. Aurelion Research undertakes no obligation to update any information, opinions, analyses, or performance data, even if such information becomes outdated or inaccurate.

Past performance, including the performance of the Aurelion Index, is not indicative of future results. The Aurelion Index is a model portfolio presented for research transparency purposes only and is not an investable fund. Returns do not reflect fees, transaction costs, or taxes.

Aurelion Research, its affiliates, and its analysts may hold, may not hold, or may change positions in securities discussed at any time without notice. Content is intended solely for use in jurisdictions where such publication is legally permitted.

Aurelion Research