TRILOGY GLOBAL Overview

Trilogy Global Advisors Llc is a hedge fund that manages 13 BN dollars in regulatory AUM and has 70 employees, of which 22 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/01 to 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 23% of the manager's regulatory AUM.

TRILOGY GLOBAL StockAlpha

-3.4%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

TRILOGY GLOBAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BIDU 7.63% Tech -9.28% -0.62% 0 14%
BABA 6.98% Tech -14.55% -0.95% 0 17%
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FEATURED IN
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TRILOGY GLOBAL Founders and Key Employees

Name Title In Position Since
William P. Sterling Chief Executive Officer/ Chief Investment Officer/Managing Director/Management Committee Chairman/Limited Partner July-1999
John F. Myklusch Chief Financial Officer/Assistant Secretary/Principal/Limited Partner September-1999
Robert Beckwitt Senior Portfolio Manager/Managing Director/Management Committee Member/Limited Partner August-2003
Gregory J. Gigliotti Senior Portfolio Manager/Managing Director/Limited Partner August-2003
Carol N. Holley Chief Operating Officer/Secretary/Managing Director/Limited Partner May-2004
Ryan R. Burrow Head Of Business Dvlpmt, Client Service & Finance/Managing Director/Management Committee Member/Limited Partner May-2005
Thomas A. Masi Director Of Research/Managing Director/Limited Partner May-2005
Pablo Salasschoofield Senior Portfolio Manager/Managing Director/Management Committee Member/Limited Partner May-2005
Christopher J. Michailoff Director Of Legal And Compliance, Chief Compliance Officer, Principal January-2012

TRILOGY GLOBAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro

TRILOGY GLOBAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

As described in Item 4, Trilogy principally provides discretionary portfolio management regarding U.S. and non‐U.S. equity securities. Clients generally choose one of the following strategies offered by Trilogy:

Global Equity
Global Concentrated Equity Global Select Equity International Equity

8
Emerging Markets Equity International Small Cap Equity Emerging Wealth Equity
As further described below, each of our investment strategies is managed by a portfolio manager or portfolio manager team in a manner consistent with our approach to investing. Trilogy uses a multi‐ step quantitative stock screening process to assist in portfolio construction. Trilogy relies primarily on internally or externally generated models to construct investment portfolios. Trilogy also purchases and or receives research data and software from third parties to support its research process. Various ...
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TRILOGY GLOBAL Portfolio Concentration

TRILOGY GLOBAL Location

1140 AVENUE OF THE AMERICAS, 28TH FLOOR
18TH FLOOR
NEW YORK, New York
UNITED STATES, 10036-7701

TRILOGY GLOBAL Contact Information

Phone Number: 212-703-3100
Fax Number: 212-703-3180
Website:

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