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TriLinc seeks to help create a successful middle class through investing in the “missing middle” of the economic pyramid, with a specific focus on Small and Medium Enterprises (SMEs). The Small Enterprise Assistance Funds, or SEAF, who have investing in developing economy SMEs for over 20 years, have collected large amounts of data on the impact of their investments. The SEAF 2011 Development Impact Report estimated that every dollar invested in an SME generates an additional $13 in the local economy and that their investee companies increased employment by an average of 25% per year versus the 1% national average.1
Investment Strategy
Disciplined Investment Strategy
- Compliance with SEC Investment restrictions
- Designed to address investor desire for current pay feature
Experienced Sub-Advisors
- Presence in specific region to facilitate quality deal flow
- Proven track record in developing market SME space
- Willingness and ability to implement TriLinc’s impact assessment and tracking
Effective Risk Management
- Participation in all Sub-Advisor Investment Committees
- Partnership with International Finance Institutions
- Employment of rigorous risk management policies and procedures with oversight by the Risk Management Committee
Investment Strategy Overview
TriLinc generally employs an integrated approach to country selection, combining our top-down analysis with the bottom-up methodology of our regional sub-advisors
To maximize efficiency and appropriately manage risk, TriLinc will generally take a regional approach to sub-advisor selection, focusing on those with local presence, strong relationships and a track record in the region.
Example target markets:
- Brazil
- Bulgaria
- Chile
- Colombia
- Costa Rica
- Estonia
- Indonesia
- Peru
- South Africa
- Turkey
1 “Impact Beyond Investment,” Small Enterprise Assistance Funds (SEAF), 2011
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