We believe that three key aspects set us apart from the competition:
We focus our research exclusively on companies experiencing periods of rapid positive change because this is where disruptions to normal market pricing mechanisms are most likely to be found.
The key advantage here is that "change" is a constant in business and markets and is ever-present, although where change takes place is constantly moving. "Under-Recognised Change" arises irrespective of whether value, growth or other trends are generally impacting markets and can therefore be seen as a consistent source of alpha.
Each of our fund managers has long experience of investing globally in top financial institutions. Trinity Street Asset Management is the product of deep and intensive thought about why large institutions tend to underperform and what can be done about it.
Genuinely effective teamwork (as opposed to the creation of large teams) and a market-leading approach to incentive, including the application of performance fees to reward directly only successful stock ideas, are among the key reasons for our investment success and set us apart from our competitors.
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For queries relating to operations and FX please contact:
1 Cavendish Place, London, W1G 0QF
+44 207 495 9110