Investment Approach

Global Public Equities

We capitalize on CIO Raj Venkatesan’s extensive experience and understanding of how and where to make money for our clients across sectors and regions. We are fundamental stock pickers working together to produce strong absolute returns. We dig deep into companies and management teams to identify 20-35 exceptional stocks we expect to compound significantly over time. We hold portfolio companies in size and maintain long-term relationships with the management teams.

We pride ourselves on our ability to swiftly identify certain market and/or economic patterns that repeat time and time again. Our experience with identifying these patterns produces solid and often unique investment thesis generation, which we have found consistently leads us to strong performers.

We believe that the best way to compound capital is by identifying exceptional, high-quality companies that will produce attractive returns to longer-term investors. An early and intimate look into how private equity capital is being deployed adds to Trinity Alp’s public equity team’s idea generation and contributes to a view about winners and losers.

Private Opportunities

Led by Sigurd (Siggy) Strack, Trinity Alps’ Private Investment business offers investors unique access to a broad range of private investments including primary and secondary investments in private funds and direct/co-investments in private companies. Trinity Alps provides customized and differentiated exposures for its investors across venture, growth equity, and leveraged buyout opportunities.

Decades of private equity investing and relationship building with private investors provide Trinity Alps with an extensive sourcing network and access to unique and often capacity-restricted investment opportunities. We invest in private opportunities across different strategies, sectors, and geographies, and we can customize portfolios to our investors’ desired risk/return profile. Additionally, our team has a history of backing new manager formations and spin-outs from existing organizations. Direct and co-investments are typically sourced and executed in partnership with GPs in our network. We have an attractive fee model and seek full alignment of interests with our investors. We invest alongside, and we only earn performance fees when investment return thresholds are met.