Aurelion Index
Actively Managed Portfolio
The Aurelion Index is our managed portfolio of the best stock ideas we identify. It is actively managed, meaning we continuously add and remove companies. Additions and removals are announced to paid subscribers.
Current portfolio positions are available below for our paid subscribers.
Each position is initiated with a full length research report explaining our investment rationale, financial estimates and valuation framework.
Aurelion Index: +85.76% since July 1, 2025
MSCI World Small Cap Index: +17.78% over the same period
This is not financial advice. Conduct your own due diligence.
Methodology
The Aurelion Index is constructed to transparently reflect the cumulative performance of Aurelion’s “Buy-Rated” companies.
Equal-weighted composition: Each stock carries identical portfolio weight at inclusion.
Inclusion: Positions are added to the index upon publication of their research report and sold upon publication of note.
Rebalancing: Equal-weight rebalancing occurs after any addition or removal.
No leverage or derivatives: Returns are calculated on a total-return basis with no leverage, derivatives, or hedging.