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The Wright Brief
There's a second letter you're not getting
The newsletter above is the public read. The Wright Brief is the desk's own letter — the positions we changed, and why.
“We trimmed momentum into strength and added quality — here is the exact
weight change across every portfolio, and the trigger behind it.”
Sonam Srivastava · Founder & CIO
“Momentum's 3-month spread narrowed to its tightest since 2023. What that
has meant for forward returns each time it happened.”
Wright Quant Desk
“Rates, FII flows and the earnings revision cycle — the three things we're
positioning around this quarter.”
Wright Research
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