Business insight. Long-term value.
Investing with the mindset of an owner.
Lasting wealth at Trunity Partners
Investment Philosophy
At Trunity, we invest with the mindset of business owners. Our philosophy is grounded in bottom-up fundamental research combined with hands-on commercial experience — understanding how companies create value, sustain it, and grow over time. We seek businesses with clear moats, strong leadership, and the ability to compound capital across cycles.
Our Services
We partner with individuals and families to grow capital with care, clarity, and conviction. Every relationship is built on trust, long-term thinking, and a shared commitment to lasting value.
Investment Management
At Trunity, we manage capital with the care of a long-term partner. We build focused portfolios aligned with each client’s goals — and invest alongside them.
Trunity Research
At Trunity Academy, we share insight to support thoughtful decision-making. We work with clients on both business and investment challenges — building lasting partnerships.
Trunity Family
Through the Trunity Family Initiative, we support the next generation’s growth. From financial literacy to internships — we help families pass on both capital and capability.
Our Flagship Summer Internship Program
The Trunity Hexagon Program is our signature summer internship designed to develop future investment and business leaders. Through hands-on research, real-world training, and one-on-one mentorship, participants learn to evaluate global companies using Trunity’s proprietary six-pillar framework — gaining the skills, mindset, and experience to thrive in today’s dynamic financial world.
Institutional Investors
Investment Process
A system that emphasizes understanding the evolving strength of the business in a increasingly complex world and acting with a carefully designed framework
Organizational Structure
We foster a deep commitment to our client's long-term interests through our ownership structure and an aligning incentive mechanism
Our Culture
Our shared beliefs are the driving force for what we do. We focus on cultivating the culture, improving our processes and investing in our people
Alata
Alice
Open Sans
Noto Sans
Bebas Neue
Great Vibes
Rock Salt
Exo
Belgrano
Overlock
Cinzel
Indie Flower
Staatliches
Roboto Slab
Lato
Noto Serif
Open Sans
Montserrat
Ubuntu
Rubik
Delius
Amiri
Montserrat
Our culture
Curiosity, honesty and collaboration
At Trunity Partners, we cultivate an environment defined by a relentless pursuit of business insights, supported by transparent communications and a collaborative working dynamic, externally and internally.
Our team
Ownership and partnership
Trunity Partners distinguishes itself as an employee-owned firm, and the team actively invests alongside our clients, aligning our interests and fostering a deep commitment to the long-term prosperity of our clients and the firm.
Join us
We are who we recruit
We firmly believe that the essence of our organization is reflected in the individuals we invite to join us. Each new member will become a vital contributor to our success and a vested partner in our shared journey. Come join us!
Insights
Welcome to Insights — a space where we share our latest investment thinking, macro perspectives, and strategic frameworks. Here, you’ll find original research and reflections from the Trunity team that illuminate how we navigate global markets and identify long-term opportunities.
Conscious Prosperity
At Trunity Partners, we embrace the concept of Conscious Prosperity, recognizing that our success is intricately tied to the well-being of our clients, our employees, and the broader community. Beyond responsible investing, we strive for financial prosperity that contributes to a more equitable and sustainable future for all of us.
Serving Our Community
Trunity Academy
We'd love to share our accumulated knowledge in business on years of research, in support of your business ventures
Trunity Youth Club
We provide financial literacy and mentorship programs for the younger generation so they are better prepared for their future endeavour
Trunity Circle
We are hosting and sponsoring events connecting with our clients and the community, aim to build a more equitable and inclusive future
Built on Trust. Grown Together.
Trunity’s U.S. market insight, consistent performance, and clear strategy gave me confidence — it’s rare to find this level of depth and personal service.
Y. Y., Venture Capitalist
I chose Trunity for Mona’s professionalism and insight — she helped me recover losses and brought a true sense of partnership.
C. Z., Corporate Executive
I turned to Trunity Partners for help with estate planning. Their financial expertise helped me make the best decisions for me.
S. P., Entrepreneur
