A membership for busy Filipino investors

Invest with a system — not a headline.

The GREAT Room gives you weekly research, monthly market strategy, featured-stock analysis, and live office hours — guided by Julian Tarrobago's 30+ years managing over US$1 billion in equity portfolios for banks, institutions, and a top global sovereign wealth fund.

Compare memberships Meet Julian

For investment education and research only. No guaranteed returns. Not a stock-tip service.

The member routine

One repeatable investing process — every month

Most investors react to news. GREAT Room members follow a rhythm: understand the market, evaluate opportunities, apply the frameworks, and defend their decisions.

Understand the market

Weekly newsletter and the monthly GREAT Market Outlook & Strategy briefing connect what's happening to what it means for your portfolio.

Both memberships

Evaluate opportunities

Featured Stock Research examines one company at a time: thesis, valuation, catalysts, risks, and decision criteria.

Both memberships

Apply the frameworks

The JT Criterion portfolio tool turns research into position sizes and portfolio construction — with a monthly worked example.

Plus membership

Defend your decisions

The quarterly ARMR workshop: review your holdings, stress-test your theses, and update your plan.

Plus membership

Memberships

Choose how deep you want to go

Both memberships include the complete weekly newsletter and article archive — no truncated articles for paying members.

Core membership

GREAT Room

Understand the market and build your investing discipline.

₱900/month

Full weekly newsletter & article archive
Monthly GREAT Market Outlook & Strategy briefing
Featured Stock Research — one per month
Group office hours — once monthly
FR2G CORE program with an annual subscription

Apply & review

GREAT Room Plus

Everything in GREAT Room, plus the tools to apply it.

₱1,800/month

Everything in GREAT Room
Featured Stock Research — two per month in total, including the shared monthly feature
Office hours — twice monthly (includes shared session)
JT Criterion portfolio construction & position-sizing tool, with monthly worked example
Quarterly Defend Your Decisions: ARMR Investment Workshop
FR2G CORE program with an annual subscription

Sales-page preview — checkout is not connected on this page. Payment links will be added here at launch.

What's inside

The frameworks behind the membership

Research and group learning informed by Julian Tarrobago's 30+ years in investment research and institutional investing — taught, applied, and reviewed with you.

GREAT Framework

Market outlook & strategy

GREAT Market Outlook & Strategy

Every month, a live briefing connects economic conditions, earnings, risk, and market trends to asset-allocation decisions — the same discipline used to publish CIO investment letters, adapted for individual investors.

Both memberships

Featured Stock Research

One company at a time

Stock features, not stock tips

Each feature examines the investment thesis, valuation, catalysts, risks, and decision criteria. Features may be new coverage or meaningful updates to prior research — they are research cases, not buy recommendations.

1/month · Plus: 2/month

JT Criterion

Portfolio construction & position sizing

From research to portfolio weights

The JT Criterion tool translates stock research into position sizes and portfolio construction, with a monthly worked example showing exactly how a thesis becomes an allocation.

Plus membership

ARMR

Defend Your Decisions

Quarterly investment workshop

Once a quarter, Plus members work through selected investment cases, thesis reviews, and an illustrative portfolio update. You practise explaining what you own, why you own it, how much you hold, and what would change your mind.

Plus membership

FR2G CORE

From Red to Green foundations

The self-paced foundations program

Annual subscribers receive access to FR2G CORE — the structured investing course that integrates professional-grade systems with mindset coaching — for the duration of their annual term.

Annual subscribers

Julian Tarrobago, founder of The GREAT Room

About Julian

Three decades of institutional investing — now on your side of the table

After three decades managing equity portfolios for institutions, Julian now teaches individual investors the systems and discipline of institutional investing.

30+ years in investment research and institutional investing — from equity research to chief investment duties.
Former Head of Equities at ATRAM, managing US$1.1 billion in equity portfolios, including for a top global sovereign wealth fund; the ATRAM Alpha Opportunity Fund was named 2019's Best Managed Philippine Equity Fund by CFA Society Philippines.
Former Senior Vice President, Investments at UnionBank Investment Management & Trust Corp., publishing CIO investment letters and leading portfolio managers and analysts.
Former equity research VP at Philippine Equity Partners (formerly Merrill Lynch PH), ranked by Institutional Investor Magazine; former Business Mirror finance columnist.
Featured guest on ANC Market Edge and Money Talks with Cathy Yang; creator of the From Red to Green investing program.

Education: BS Management of Financial Institutions, De La Salle University. Julian is an investment educator and researcher — The GREAT Room does not manage funds or execute trades.

How joining works

Three steps to your first briefing

Choose your membership

GREAT Room for research and market understanding; Plus to also apply the frameworks with stock features, JT Criterion, and the ARMR workshop. Pay monthly or annually.

Complete your payment

Checkout will run on PayMongo, our planned payment provider. Available payment methods will be confirmed here before launch.

Receive your access

You'll get an email with your member library link, password, the Start Here guide, and the schedule for the next live office hours.

Questions

Frequently asked

When are the live office hours?

Scheduled Tuesdays, 7–8 p.m. Philippine time. GREAT Room members join the shared monthly session; Plus members get a second monthly session focused on stock research, JT Criterion, and portfolio application. Sessions are group education only — private consultations and guaranteed individual portfolio reviews are not included. Recordings are provided if you can't attend.

Is this a stock-picking or trading service?

No. The GREAT Room provides investment education and research. Featured stocks are research cases — thesis, valuation, risks, and decision criteria — not buy or sell recommendations, trading alerts, or portfolio management.

What's the difference between monthly and annual?

Monthly plans auto-renew until cancelled. Annual plans are 12 months prepaid — effectively two months free — and include access to the FR2G CORE self-paced program for the duration of your annual term. Annual plans are non-recurring: you'll get renewal reminders before expiry.

Can I cancel anytime?

Yes. Cancelling a monthly plan stops all future charges; you keep access through the period you've already paid. Annual plans run for their full prepaid term.

What do I get as a free reader?

Free previews of each article — roughly the first third — are published on Substack and LinkedIn. Full articles, the research libraries, and live sessions are for members.

Who is this for?

Busy Filipino professionals, executives, founders, and students who want to invest with a repeatable system instead of reacting to every headline. No prior investing background required — the frameworks are taught, not assumed.