Trilogy Global Advisors LLC
About Trilogy
Trilogy Global Advisors LLC was founded in 1999 by the current head of Trilogy, Bill Sterling. Headquartered in New York, the firm is 100% owned by its staff. Trilogy’s origin was based on Bill’s desire to continue providing institutional investors with his growth-oriented global and international investment management discipline, a process he had been implementing successfully for many years.
Investment management services are the firm’s sole source of revenues, reflecting a singular focus on providing above-benchmark returns for clients at a moderate level of risk.
Funds managed
Key personnel
William Sterling, Founder, Managing Director and Senior Portfolio Manager
Bill has guided Trilogy since he founded the firm in 1999. Long standing global asset management relationships followed him to Trilogy and have been managed by Bill since 1996. Under his direction and portfolio management discipline, Trilogy has performed for its clients for both international and global mandates. Bill launched Trilogy after leaving Credit Suisse Asset Management, where he was an Executive Director and Global Head of Equities. Bill was a Managing Director and Head of International Equities at BEA Associates before the firm was acquired by CSAM. Previously, Bill was Head of Economic Research in Tokyo and later Chief International Economist at Merrill Lynch. He has a PhD in Economics from Harvard University and studied at the University of Tokyo in the early 1980s as a Fulbright scholar. He is fluent in Japanese.
Robert Beckwitt, Managing Director and Senior Portfolio Manager
Bob joined Trilogy from Goldman Sachs Asset Management, where he was a Managing Director and served as a Portfolio Manager and Co-Head of International Equities and Emerging Markets. Previously, Bob was a Portfolio Manager at Fidelity Investments where he managed a series of Fidelity mutual funds, including the highly successful Fidelity Asset Manager Funds, which grew to approximately $18 billion during his tenure. He has a BA in Economics from Princeton and a MS in Finance from Sloan School at Massachusetts Institute of Technology.
Gregory J. Gigliotti, Managing Director and Senior Portfolio Manager
Greg joined Trilogy after having been a Vice President and Senior Portfolio Manager at Goldman Sachs Asset Management, where he co-managed a $7 billion series of mutual funds and institutional accounts. Greg also worked at Franklin Mutual Advisors (formerly the Mutual Series Funds) as a Vice President and Senior Analyst and was member of the investment team led by Michael Price. He has a BA in Economics and International Relations from Connecticut College.
Why Advance selected Trilogy
Trilogy is an equity specialist focusing on a broad investment universe, incorporating emerging markets and small caps.
In addition to we also favour the following factors.
- Investment-led culture with an experienced senior team who have different backgrounds and complementary skill sets.
- Focus on downside risk and the complementary top-down input into the final portfolio structure.
- Is benchmark agnostic.
- Gives attention to company valuation, using different valuation metrics across industries.
