We aim to deliver strong, risk adjusted returns by anticipating EM social and environmental themes ahead of the market through deep ethnographic research.
We identify businesses that can capture those trends, and business models that demonstrate longevity with quantifiable risks.
We back managements whose interests are aligned with ours, and who have shown discipline in managing their cashflows and balance sheets.
Our investment process seeks to give consumers a voice. We believe that it is consumers who dictate long-term trends, and that our investment methodology must engage them from the beginning.
We use qualitative research techniques, observing consumers in their homes and workplaces in emerging markets, in order to understand their lives and the issues they face.
We use an in-depth approach, focusing on individuals rather than general market factors. This helps us to identify behaviours not recognised in traditional market research.
We want to capture these trends long before they become data on office desks around the world. Our key skill is turning our immersions visits into insights that predict the trends and success stories of tomorrow.
¹ Some ethnographic trips were performed by members of our team prior to their engagement with Trinetra