Our Approach
Experience first. Technology to sharpen the edge.
The Thesis
After twenty years of investing, the conviction has only deepened: the best returns come from owning great businesses when the market temporarily underprices them. Not complicated. But doing it consistently — without bias, without narrative drift — requires discipline that goes beyond intuition.
We built a proprietary model that codifies what we've learned into a repeatable system. It scores every company on quality and valuation, identifies the precise intersection where both are compelling, and ensures we never miss what our judgment should be looking at.
“A great business at the wrong price is a bad investment. A mediocre business at any price is a bad investment. We want great businesses at the right price.”
Triumph investment philosophy
What We Look For
Quality
We score quality across four pillars: Growth — forward and trailing EPS/revenue growth, earnings revisions, and margin expansion. Profitability — ROE, ROA, ROIC, gross/operating margins, and free cash flow yield. Safety — Altman Z-score, debt/EBITDA, Piotroski F-score, and conservative asset growth. Shareholder Returns — buyback yield, dividend growth, and insider buying. 40 factors total, z-scored within peer groups.
Valuation
We use 8 valuation factors to determine whether a business is cheap or expensive — the vertical axis on our model. Forward P/E, 2-year forward P/E, EV/revenue, PEG ratio, EV/gross profit, EV/EBITDA, price/free cash flow, and price/book. Forward multiples are weighted higher because they capture where the business is going, not where it has been.
Conviction
10-15 concentrated positions. Every holding earns its place. No index-hugging, no diversification for its own sake. When we find the overlap of quality and value, we size it with conviction.
Our investor presentation provides a detailed look at our process, model, and track record. Available to qualified investors.
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