Trinity- Investment Process

• Trinity's primary investment niche or focus are large-cap growth stocks
• The majority of our clients are 100% invested in large-cap growth within their portfolios
• Clients do not pay Trinity to manage cash
• Trinity follows 40-60 names in the technology, financial services, consumer non-durable, pharmaceutical, retail, and basic industrial sectors
• We do not "market-time" (i.e. move from stocks to cash and back again)
• We watch portfolio turnover closely, but tailor portfolio activity to client's wishes
• The research process is primarily fundamental- Trinity monitors macroeconomic data as well as company fundamentals closely
• Trinity is "total-return" and performance oriented
• Trinity will add individual bonds or fixed-income mutual funds for client accounts when they request such an allocation
• The emphasis is on "stock-picking" by selecting the right business in the right growth sectors
• This is a higher-risk strategy than the typical diversified equity mutual fund
• With this higher-risk strategy, the clients with either the appropriate time horizon or wealth characteristics should garner higher returns over a 3-5 year time horizon