Trilogy Global Advisors

Trilogy Global Advisors, LP is an employee-owned investment manager based in New York City, with an additional office in Winter Park, Florida. Founded in 1999, the firm specializes in managing separate client-focused equity portfolios and offers a range of services to high net worth individuals, institutional investors, and government entities. Trilogy emphasizes a growth-oriented investment style, utilizing fundamental and quantitative analysis to guide its bottom-up stock picking approach. The firm invests in global public equity markets and manages various mutual funds, including equity, fixed income, and balanced funds. With a research-driven perspective, Trilogy implements a disciplined risk management strategy that assesses the upside potential against the downside risk of each investment.