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Trivest Advisors LTD
Trivest Advisors Limited is a Hong Kong-based SFC-licensed hedge fund manager founded in 2010. The firm focuses on providing investment management and advisory services to individuals, families, and institutional clients. Trivest employs a team of experienced professionals with deep market knowledge, particularly in Asian equities and financial markets. They serve a diverse client roster and emphasize long-term relationships, personalized solutions, and excellence in client service. The firm currently manages flagship hedge fund products and aims to offer expertise in areas such as equities, fixed income, mutual funds, and alternatives. Trivest Advisors is recognized for its fundamentals-based, research-driven approach to investment management.
Investment Strategy
Trivest Advisors utilizes a fundamentals-driven, in-depth research process to identify investment opportunities primarily within Asian markets. Their approach integrates asset allocation, risk management, and tax optimization, aiming to deliver tailored solutions to meet individual client goals and risk profiles. The firm invests across a range of products—including equities, fixed income, and alternative investments—leveraging strong market insight to adapt strategies as client objectives evolve. Trivest's investment philosophy centers on a holistic appraisal of investment opportunities and portfolio risks, focusing on capital appreciation while maintaining prudent risk control.
Latest 13F Filing Activity
Trivest Advisors LTD filed their most recent 13F report on Jun 30, 2025 disclosing 35 equity positions with a total 13F market value of $3B. The fund increased holdings in Amazon.com Inc., Nvidia Corp., Meta Platforms Inc. among other positions. Trivest Advisors LTD reduced exposure to Alibaba Group Holding-sp Adr, Pinduoduo Inc-adr, Futu Holdings Ltd-adr among others.
Top Holdings
Equity Positions (35)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON.COM INC | 10.45% | $269.1M | 1,226,500 | $209.38 | $219.39 | +$202.1M |
M META | META PLATFORMS INC | 10.24% | $263.6M | 357,100 | $553.11 | $738.09 | +$177.1M |
S SPOT | SPOTIFY TECHNOLOGY SA | 8.37% | $215.4M | 280,700 | $619.31 | $767.34 | +$145.0M |
N NVDA | NVIDIA CORP | 8.23% | $211.8M | 1,340,360 | $147.56 | $157.99 | +$193.8M |
A AVGO | BROADCOM INC | 6.05% | $155.7M | 565,000 | $275.65 | $275.65 | +$155.7M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
E Ethan Li | Investment Professional | United States |
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