strategies / overview

Strategies

Across asset classes, strategies, styles, and macroeconomic factors, we seek to offer tailored investment solutions to meet our clients’ specific and evolving objectives.

Fundamentally-Driven

why trinity

Rooted in fundamental research, our strategies prioritize each investment team’s capacity to independently generate, develop, & execute on their most compelling ideas.

We employ a multi-strategy, multi-asset, & multi-manager approach to offer targeted and efficient exposure to diverse, high-quality return sources.

Robust Diversification

FFV®
Custom Index

Public Strategies

Private Funds & Alternatives

FFV® Custom Index

Efficiency. Balance. Access. 

Our suite of FFV® Custom Indices provide efficient & balanced access to all major indices, sector universes, & geographies along with industry leading exclusionary screening.

  • The FFV® Market Capitalization custom index seeks to provide investment results that generally correspond with the performance of the 100 largest US stocks (by market capitalization) that “pass” the Faith & Family Values Scorecard® screen set.

  • The FFV® 100 Equal Weight custom index seeks to provide investment returns that generally correspond with the equal weight performance of the 100 largest US stocks (by market capitalization) that “pass” the Faith & Family Values Scorecard® screen set.

  • The FFV® 2500 Small Capitalization custom index seeks to provide investment results that generally correspond with the performance of the 2,500 largest US stocks (by market capitalization) that “pass” the Faith & Family Values Scorecard® screen set.

Public Market Strategies

Sustained Performance.

Ranging from model portfolios to discretionary separately managed accounts, the breadth & depth of our investment professional’s expertise ensures tailored exposure for each clients’ unique objectives. Separately Managed Accounts include

Trinity Multi-Strategy Long/Short
Short-Biased Total Return
Income & Treasury Management

Private Funds & Alternatives

Constructive Capital.

We believe that private markets & alternatives provide attractive and differentiated return opportunities while enabling a more active and impactful role for employing our Faith & Family Values® approach. Current private fund opportunities include

Trinity FFV® Alternative Income Fund, LP
Mineral & Royalty Income
Direct Investments & Co-Investments