Trilogy Global Advisors

Trilogy Global Advisors, LP, established in 1999, is an employee-owned investment management firm headquartered in New York City with additional offices in Winter Park, Florida. The company serves a diverse client base, including high net worth individuals, pension funds, and sovereign wealth funds, offering tailored equity portfolios and managing mutual funds. Trilogy's investment approach is growth-oriented, combining fundamental and quantitative analysis with a bottom-up stock picking strategy. The firm's research-driven team, with extensive global experience, focuses on evaluating the upside potential versus downside risk of each security, aiming to deliver high-quality investment solutions.