Our Investment Philosophy
To provide capital growth over the medium to long term by investing in common stocks listed on the Australian and New York Stock Exchanges.
We seek out companies with strong fundamentals in industries we believe will out perform due to the current macroeconomic environment at the time.
We employ a variety of risk management strategies to ensure downside risk of any one position is limited while not restricting upside performance in any way.
We avoid the use of derivatives, hedging or leverage and rely solely on individual stock performance. However, based on our analysis, we may hold short positions from time to time.
Investment style
Growth at a reasonable price (GARP) with risk controlled through the use of a system of stop losses and constant review.
We seek to find equities that have been:
- Mis-priced by analysts
- Mis-priced by the market due to lack of analyst coverage
- Mis-priced by the market due to current economic conditions that we believe will change in the short to medium term
- Mis-priced by market sentiment
The Investment Opportunity
The Trident Global Growth Fund (the “Fund”) is a unique opportunity for Investors to participate in a managed investment scheme with what the Investment Manager believes is among the fairest and simplest performance based remuneration in the industry in Australia.
The Trident Global Growth Fund provides exposure to an actively managed and diverse portfolio of Australian and International shares with some of the fastest growing leading companies on the Australian and International share markets. It does this by investing directly into a diverse portfolio of leading companies listed on the Australian Securities Exchange (ASX), NASDAQ, New York Stock Exchange and other International Exchanges. The Fund is designed to provide capital growth over the medium to long term. It is not a suitable short-term investment.
The Fund invests predominantly in Australian and International shares, and may also invest in unlisted securities, futures contracts and options on futures contracts, exchange-traded options, spot foreign exchange contracts, and Contracts For Difference. The investments of the Fund are managed by Trident Investment Management Pty Ltd, which is part of the Trident group of companies, including Trident Press Pty Limited an Australian investment education provider who has been providing trading strategies through books for over 14 years. Trident Investment Management Pty Limited is also the publisher of the leading Trident Confidential Newsletter, which has been published since 2005.
The Fund will seek to meet the objective of capital appreciation by making trading decisions based upon the trading strategies developed by Trident Investment Management and other market indicators. The Fund will attempt to achieve appreciation of its clients’ assets through investing and trading short and long-term strategies. There are no restrictions on the type of securities, commodities, currencies or markets in which the Fund may trade. In managing the Fund, Trident will employ a proprietary trading concept and strategies developed by the Investment Manager’s team. The trading methods utilised are proprietary and confidential, and rely on either fundamental or technical analysis, or a combination of both.
The trading strategies and systems utilised by the Fund may be revised significantly from time to time as a result of ongoing research and development, which seeks to devise new trading strategies and systems as well as continually test current methodologies.