Behind the strategy, meet the mind Richard Bruce

5th November, 2025 | Equities

Richard Bruce, Founding Partner, CEO & Portfolio Manager at Trinity Street Asset Management, shares his extensive experience in global and European equities, emphasizing a disciplined, research-driven investment approach focused on structural change. Trinity Street targets companies undergoing management shifts, new product launches, or external influences that can materially impact cash flows and returns over a three-year horizon. By conducting over a thousand company visits annually and building detailed financial models, the firm identifies under-recognized opportunities and invests in a concentrated portfolio of roughly 35 high-conviction names, maintaining low correlation with benchmarks and competing portfolios, which has historically delivered strong long-term performance.