Trilogy Global Advisors

About

About

Trilogy’s investment strategies span the globe, from emerging to developed markets, and all market capitalizations. The firm applies a disciplined, team-based investment process to all strategies, employing a bottom-up, growth-at-a-reasonable price, fundamental investment approach.

AMG Funds From This Firm

TLEVX

Trilogy Emerging Markets Equity Fund

Seeks to provide long-term capital appreciation by investing in companies located in emerging market countries.

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TYWVX

Trilogy Emerging Wealth Equity Fund

Seeks to provide long-term capital appreciation by investing in emerging market companies and developed market companies that have emerging markets revenue exposure.

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Approach & Philosophy

Philosophy and Approach

Our Philosophy

Trilogy’s investment approach is based on the philosophy that earnings growth drives equity returns over the long term and that identifying both early stage and traditional growth companies provides the best investment results. They believe, that risk control should be focused on avoiding losing money rather than on minimizing tracking error, and that a disciplined process requires consistently identifying opportunities, evaluating potential returns and responding with timely buy/sell decisions.

Our Approach

The Role of Research

The Trilogy investment process centers around its global research focus. Global sector analysts:

  • Research companies across all countries, covering the full capitalization spectrum
  • Assess results of the quantitative and qualitative screening to identify stocks that merit further in-depth and original research
  • Model companies under three scenarios (base, pessimistic and optimistic), incorporating the firm’s global risk analysis and establish price targets
  • Develop sector “buy” lists
  • Provide the portfolio team with input and constant interaction, on which the team depends on the input and constant interaction from the global sector analysts to help them build the portfolio and make assessments regarding the continued efficacy of individual holdings

Fund Managers

Fund Managers

William Sterling, Ph.D.

William Sterling, Ph.D.

Chief Executive Officer, Chairman, Chief Investment Officer, Senior Portfolio Manager

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Robert Beckwitt

Robert Beckwitt

Managing Director, Senior Portfolio Manager

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François Campeau

François Campeau

Managing Director, Portfolio Manager

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Nuno Fernandes

Nuno Fernandes

Associate Director of Research, Senior Portfolio Manager

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Gregory J. Gigliotti

Gregory J. Gigliotti

Managing Director, Senior Portfolio Manager

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Thomas Masi

Thomas Masi

Director of Research, Senior Portfolio Manager

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Jessica Reuss

Jessica Reuss

Product Specialist, Portfolio Manager

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Pablo Salas

Pablo Salas

Managing Director, Senior Portfolio Manager

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Insights

Insights

Trilogy's World Report - Mind The Gap(s): Where Are We In EM Versus DM Business Cycles?

Considers investors’ concerns about overheating in developed market economies, and a potential ripple effect on emerging market equities.
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Emerging Wealth Equity Investing With Trilogy Global Advisors

Thomas Masi and Nuno Fernandes, Senior Portfolio Managers at Trilogy Global Advisors, discuss the opportunity created by the rapidly expanding emerging markets middle class and Trilogy’s approach to investing in the space.
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MarketWatch: These Emerging-Market Managers Focus on Explosive Growth in Consumer Spending

Tom Masi and Nuno Fernandes, managers of the Trilogy Emerging Wealth Equity Fund, focus on consumer consumption in emerging markets. That has led them to varied investments such as a retro-motorcycle company, a high-alcohol liquor producer and a digital-payment firm.
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