Why Trapeze?

You would invest with Trapeze because of our…

  • Value investment philosophy
  • Emphasis on long-term returns rather than short-term relative performance
  • Opportunistic approach, emphasizing attractive asset classes, sectors and securities
  • Focused, high conviction portfolios
  • All-cap orientation
  • Rigorous fundamental research
  • Proprietary methodologies
  • Macro outlook and rationale for investments are well articulated
  • Team of seasoned investment professionals
  • Multi-year track record
  • Separately managed accounts
  • Various mandates to meet client objectives and circumstances—Growth, Income or Balanced
  • Ability to add short selling and options strategies
  • Incentive-based fees with fair hurdle rate
  • Emphasis on relationships—clients have direct access to portfolio managers
  • Comprehensive and transparent reporting
  • Client assets custodied in client name at major financial institutions