Private Equity
Our private equity strategies focus on a broad range of regions and market sectors, and they combine traditional private equity and special situation opportunities.
ASSETS UNDER MANAGEMENT
INVESTMENT PROFESSIONALS
AVERAGE INDUSTRY EXPERIENCE
Our flexible, opportunistic approach to investing gives us what we believe to be a pronounced strategic advantage.
Using a flexible and opportunistic approach, we invest in companies we believe to be undervalued. We seek to enhance value through key strategic and tactical initiatives, including rightsizing capital structures, streamlining operations, improving core businesses, and creating new platforms for growth. Our teams leverage deep sector knowledge and extensive proprietary networks to gain superior access to deal flow, and they reflect Trafield’s emphasis on risk control and downside protection.
Private Equity Strategies and Styles to Target Investor Outcomes
Purposely employing risk is the foundation of our investment solutions.
Our investment philosophy is based on an intelligent, purposeful approach to risk. This disciplined investment approach ensures we consistently match our investors’ strategic goals with the appropriate level of risk across all our products and solutions.
1. Our equity strategies target diverse regions, market capitalization and investor outcomes.
2. Focused risk exposure reduces the chances of unintended consequences.
3. Strategies achieve long-term investment objectives by delivering consistent returns.
Equity Strategies For A Broad Range Of Investor Portfolios
Active and passive strategies for multiple markets and in multiple vehicles.
MARKET- WEIGHTED INDICES
ALTERNATIVELY WEIGHTED INDICES
TAX- ADVANTAGED INVESTING
FACTOR INVESTING
FUNDAMENTAL ACTIVE
Multi-Factor Strategies Built With Precision
Proprietary factor signals and smarter construction creates multi-factor strategies focused on taking compensated risks.
Quantitative strategies seek to outperform a benchmark by exploiting market anomalies and behavioral biases using proprietary, quantitative models and processes to select securities, construct portfolios, and manage risk to deliver targeted outcomes.
Our diverse quantitative strategies combine investment professionals’ expertise with sophisticated quantitative models to meet the needs of investors at any level, from institutional investors and advisors to individuals and their families.
Trafield quantitative strategies are cost-efficient, perform as designed, take intentional compensated risks and improve asset allocation through purer factor exposures. We focus on multi-factor portfolio construction using our proprietary definitions for quality, value, volatility, and momentum to enhance risk-adjusted returns.
Applying Equity Risk Factors For Any Investment Goal
Our proprietary factor signals and multi-factor construction are designed to produce more reliable results for investors.
The Quality factor targets companies with efficient management, profitability, and strong cash flows.
Quality strategies provide excess returns by investing in companies that are better positioned for short and long term growth.
The Value factor targets companies that trade at low current valuations.
Value strategies seek to provide excess returns as companies grow and their current valuations become more in line with normalized and prospective valuations.
The Low Volatility factor targets companies with less volatile cash flows.
Low Volatility strategies seek to provide excess returns by minimizing losses in recessions while participating in the growth seen in expansionary phases.
The Dividend Yield factor targets companies that pay large dividends.
Dividend Yield strategies seek to provide excess returns be receiving larger dividends than the benchmark and reinvesting them for long-term capital appreciation.
The Momentum factor targets companies that have strong market sentiment.
Momentum strategies seek to provide excess returns by investing in companies with strong tailwinds for
higher growth than the benchmark.
The Size factor targets companies of smaller market capitalization.
Size strategies seek to provide excess returns by investing in companies of smaller size that have more room to grow within their industries and geographies.
Why Invest With Trafield Asset Management?
We seek to add investment value across several essential dimensions:
Institutional Strategies
Trafield Asset Management offers a comprehensive range of strategies – equity, fixed and multi-asset – and integrated global investment platform to help institutional investors pursue their objectives.
A multi-factor strategy seeking to efficiently deliver excess returns by investing in a diverse portfolio of undervalued, high-quality large cap companies with positive momentum.
The multi-factor strategy uses our proprietary quality score to build on the proven power of value investing, aiming to increase returns and reduce volatility.
The multi-factor strategy seeks to build a diverse, higher-quality portfolio that delivers consistent returns and a high dividend yield while mitigating unintended risks.
A multi-factor strategy designed to be a diverse, higher-quality and lower-volatility portfolio that delivers strong up-market participation and down-market protection.
A sustainably designed quantitative approach to investing at the intersection of high-quality and highly rated ESG companies.
The strategy seeks to efficiently capture the small-cap premium and deliver excess returns by investing in a diverse portfolio of quality, undervalued small-cap companies.
The strategy seeks to exploit equity market inefficiencies and investors’ behavioral biases to generate returns - while avoiding value stocks showing signals of distress or stocks unlikely to sustain growth rates.
