Investment Philosophy & Process |
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Philosophy |
Trilogy's investment process is based on the belief that future earnings growth is a key determinant of long-term equity returns.
The research discipline focuses on identifying companies with a high level of sustainable earnings power or the near-term potential to achieve such earnings power.
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Investment Style |
Trilogy follows a consistent bottom-up growth orientated investment process. Portfolios contain a mix of both traditional and early stage growth companies.
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Investment Process |
Trilogy's process uses quantative and qualitative screens to target research on companies that meet strict criteria as target investments. The process focuses on identifying proven and emerging companies that are likely to deliver superior earnings growth relative to their global industry peers.
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Stock Decisions |
Trilogy analyses companies on a case-by-case basis to choose the most appropriate securities for inclusion in the portfolios. Securities are selected by the global strategist led portfolio team using feedback received from Trilogy’s analysts. |
AFS Licence Number: 232379