Exceptional companies combine a focus on innovation and sustainability. Their growth does not rely on one single invention but on a constant stream of new products and services that satisfy their customers. These successful businesses are customer-centric, invest strongly in human capital and share notable organisational traits.
We act as though we were the perpetual owners of the company: before investing, we conduct a deep-dive strategic analysis. After investing, we continuously engage with the management. For both funds the strategy targets returns of 12 to 15% across the cycle combining careful company selection and a disciplined valuation approach to avoid inflated securities.
- Daily liquidity UCITS and Managed accounts
- Target return of 12 to 15% across the cycle
- Protection in the downside given quality of businesses
- Market cap above USD3bn at time of investment
- 20-30 positions with circa 5% name turnover
- Article 8 funds and ESG audit by Luxflag
- Zero-fee class for charities
- Experienced team led by Raphael Pitoun
Telephone: +44 (0)20 7073 9250
Email: ir@trium-capital.com