Trinity Street Asset Management is an investment management firm based in London. The firm was founded in 2002. As of March 31st 2022, our assets under management were roughly US$5.1 billion. We manage concentrated long-only equity portfolios through our Global and International strategies. Our investment process focuses on companies experiencing periods of positive structural change. We identify them through bottom-up, stock-specific research which emphasizes company meetings and detailed financial modelling. Trinity Street is authorised and regulated by the UK Financial Conduct Authority and is a Registered Investment Adviser with the US Securities and Exchange Commission.