Variant Perception® - contrarian investment analysis

We provide actionable investment advice for money managers, policy makers and individuals. Our data-driven approach and focus on proprietary leading indicators allows us to keep one step ahead of the business cycle.

Candid - Data Driven - Easy to Digest

Our publications are written with the money manager and decision maker in mind. We keep our reports succinct and let the data tell the story.

Our clients are some of the world’s most prominent banks, hedge funds, family offices, endowments, corporations and investors.

Learn more