We have a long-term vision of being the preferred provider of specialist alternative investment management solutions in South Africa.

Our mission is to create a sustainable, well-diversified investment management business that serves our customers well, is profitable and contributes to society.

The company’s name is derived from a value-system and belief that the consistent enhancement of investment returns over-and above a specific benchmark or hurdle can be achieved in a three-dimensional manner.

Idea generation is a key component to ensure that we have adequate diversification to allow for consistent alpha. Attribution is done at portfolio, underlying manager level and in certain instances, instrument level. At a portfolio level we measure relative performance contribution of each strategy, and at underlying manager level we measure the performance of each manager versus the benchmark of their individual mandates. There are no direct trading costs in buying or selling underlying managers. However, we critically monitor the execution and trading costs of each underlying manager.

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TriAlpha is a licensed Financial Services Provider in terms of section 8 of the Financial Advisory and Intermediary Services Act, 2002 (Act no. 37 of 2002) FSP License No. 28090.

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