Sharper research. More time for your clients.

Baritone is the research engine behind exceptional advisors. We combine innovation and time-tested principles to support your portfolio construction journey.

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The infrastructure behind your advice

We work behind the scenes - giving advisors access to institutional-grade portfolio construction research, and ongoing analytical support.

Live Research Pipeline

Updated

Macro regime assessment

2 hours ago

Reviewed

Asset allocation update

5 hours ago

Running

Securities screening & analysis

In progress

Pending

Risk overlay - FX & tail risk check

Scheduled

Pending

Strategy video review

Scheduled

Built to make your practice stronger

Portfolio Construction Support

We support advisors through the full portfolio construction process - from asset allocation and macro positioning to factor exposures, risk management, and currency considerations.

Sleeve-Based Strategy Models

Our strategy models are designed to slot directly into your portfolio construction process - use them individually or combine them to build complete, risk-aware multi-asset portfolios.

Research & Ongoing Guidance

Advisors receive regular research communications, positioning updates, and analytical support - so your client conversations are always grounded in current, rigorous thinking.

Disciplined. Repeatable. Built to last.

Our process is built on five integrated research dimensions - designed to stay adaptive across any market environment.

Baritone Research

Macro Research

Top-down analysis of global economic conditions, policy dynamics, and market cycles

Asset Allocation

Rigorous framework for positioning across asset classes, geographies, and risk factors

Securities Analysis

Fundamental & quantitative evaluation of individual securities across equities and income

Manager Due Diligence

Independent evaluation of external investment vehicles and asset managers where applicable

Risk Oversight

Continuous risk monitoring with emphasis on downside protection and tail risk management

AI-ENHANCED

Human judgment + machine intelligence

We leverage AI to efficiently process large datasets, identify non-linear relationships, and surface insights that traditional analysis may miss - particularly valuable for shorter, tactical horizons. That said, human judgment remains central; technology strengthens the process, but never replaces it.

The portfolio building blocks

Focused strategy models designed to support comprehensive portfolio construction.

Canadian Dividend Advantage

Canadian Equities

Seeks attractively-valued Canadian companies with above-average dividend yields across the capitalization range.

U.S. Shareholder Yield

U.S. Equities

Seeks attractively-valued U.S. companies generating strong shareholder yield through dividends or share buybacks.

Global Select Leaders

Global Equities

Targets industry-leading businesses anywhere in the world exhibiting strong fundamentals and trading at reasonable valuations.

Canadian Core Bond

Core Fixed Income

Selectively targets high quality corporate and government-related bonds from Canadian issuers.

Global Enhanced Income

Multi-Asset Income

Unconstrained income strategy with exposure to high yield bonds, preferred shares, and option-writing strategies, among others.

Currency Managed Growth

Currency Management

Global equity exposure with adaptive currency hedging on U.S. and international currencies.

Tail Risk Managed

Tail Risk Protection

Structured option exposures providing upside market capture with protection from extreme market events.

The Leadership Team

Seasoned professionals with decades of industry experience across investments, technology, and education.

Yoonjai Shin

Yoonjai Shin CFA, CMT

Founder & CEO

Yoonjai leads Baritone's investment research and strategy development. With more than two decades of experience, he designs innovative research frameworks and financial technology platforms, integrating data science with time-tested investment principles. Previously, he was a VP and Portfolio Manager at CI Global Asset Management, where he co-managed more than $35 billion in multi-asset mandates, helping to drive industry recognition and the modernization of the multi-asset platform. He is a Registered Portfolio Manager; registration is held through a Canadian registered dealer.

Ted Brown

Ted Brown CFP, CIM

Managing Partner

Ted brings more than 20 years of experience in portfolio management and financial planning, with deep expertise in portfolio construction, client risk management, and the implementation of advanced investment frameworks within advisory practices. His diverse career spans Edward Jones, RBC Dominion Securities, and the Bank of Montreal, with international teaching experience across Beijing, Taipei, and London - shaping a global perspective on markets and disciplined execution. He is an Associate Portfolio Manager; registration is held through a Canadian registered dealer.

✦ Baritone Research is governed by a five-member board with deep institutional experience across asset management, wealth distribution, and financial services.

Ready to explore a partnership?

We work with a select group of financial professionals who share our commitment to excellence. Let's start a conversation about how we can support your practice.

Get in touch with us.

info@baritoneresearch.com