The importance of balancing risk v returns

Philip is the managing director of Trilogy Funds and joins host James Mitchell on this episode of The ifa Show to share how he got started in financial services, what differentiates his business from other players in the property-based funds sector, and why his team chooses to work on “vanilla” projects.

Philip also details the varied cross section of skills within his committee, the due diligence process that goes into each investment, and the importance of mitigating risk through diversification.