The Trinity Alps investment process is repeatable and highly collaborative. We employ a bottom-up approach to stock selection that focuses on companies with excellent return on capital, solid and growing cash flows, and sustainable moats that provide a sustainable competitive advantage. High quality and shareholder-aligned management teams with good or improving ESG attributes are qualities we seek in portfolio companies. Experience and a long-term perspective provides us with the ability to recognize historical patterns in stocks we believe are mispriced, misunderstood, or overlooked by the market. Trinity Alps’ approach has been practiced and refined by CIO Raj Venkatesan over his 20+ years of managing global equities.
Decades of private equity investing and relationship building with private investors provides Trinity Alps with an extensive sourcing network and access to unique and often capacity-restricted investment opportunities. We partner with best-in-class private investment managers. Additionally, the 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 always invest alongside, and we only earn performance fees when investment return thresholds are met.