About Us
At Myrtle Tree Investment Research, we pride ourselves on delivering insightful macroeconomic research and in-depth securities-level analysis to help investors navigate ever-changing market dynamics and manage portfolios towards their own specific goals.
Our unique approach pairs a top-down quantitative overlay on equities, fixed income, commodities and currencies with bottom-up security level ratings. We cover the top 1500 stocks in the US equity market, as well as key international equities. We also analyze a wide array of multi-asset ETFs across equities, fixed income and commodities.
What makes us different is our respect for behavioral dynamics in securities markets and our decade-plus experience working directly with buyside portfolio managers in the equity group at Fidelity Investments.
We evaluate prevailing trends across asset classes and compare them to history looking for similarities and differences. We offer this perspective to our clients both as an investment idea generation solution and as a complement to their own processes so they can have an outside view from a trusted source.
Experience the difference of having a trusted, independent idea generating resource that you can integrate into your process as you see fit leveraging our multiple levels of service.
Patrick Torbert CMT
Principal, Myrtle Tree Investment Research
I am a veteran equity and multi-asset analyst. I spent the prior 23 years of my career at Fidelity Asset Management, the last 12 advising domestic equity, international equity and multi-asset portfolios on securities selection, positioning, risk management, and strategy using Technical Analysis as the primary input. My passion is helping investors understand the practical realities of the financial markets and the signals they generate as investors discount their expected scenarios by positioning across the spectrum of theoretically riskier and safer assets.
Our Story
At Myrtle Tree Investment Research, we start with a different premise than most investors. We believe financial markets are driven by people and people are driven by psychology and behavior. We leverage that understanding to analyze securities based on their track record of performance and their historical relationships to macro trends, focusing on similarities and differences to past behavior in the current business cycle.
Whether you are just starting out, an accomplished individual investor or a sophisticated institutional portfolio manager, we offer insights to keep you on top of the most powerful trends and we flag when evidence suggests those trends are changing. Each month we offer our unique indicator-based view on domestic and global equities, fixed income securities, commodities and other thematic funds.
We offer three distinct service tiers to help you on your own investment journey. Please contact us if you have any questions about which offering is right for you!