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