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Tassos Stassopoulos

@stassopoulos

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Managing Partner & CIO @ Trinetra Investment Management

London, England
Joined June 2009
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@stassopoulos
Tassos Stassopoulos
3 years
I'm proud Trinetra was recognized as Best For The World™ B Corp in Governance as well as Customer impact areas. This means our impact score for Governance as well as Customers is amongst the top 5%! (in our category)! We congratulate all our fellow #BFTW2022. @bcorpuk
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@sajithpai
Sajith Pai
1 year
Sajith: I hadnt heard of Avi Eyal / Entree Capital before this 20VC podcast episide. I got drawn to Avi Eyal’s @aeyal1 's podcast epsiode given the jawdropping numbers that Harry Stebbings used to market the epsiode - 100x returns on the https://t.co/DC8K1tPM4y investment, 38x
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@sajithpai
Sajith Pai
1 year
Loved this @WIRED profile of emerging markets investor Tassos @stassopoulos whose firm Trinetra uses ethnographic research (at the core of it is peeking into people's fridges) to determine evolving consumption trends. (The content is excerpted from @nicolatwilley's book
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@stassopoulos
Tassos Stassopoulos
2 years
What does the wizarding world of Harry Potter and EM investing have in common? They both provide a useful framework on how to invest in an uncertain and volatile world.
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trinetra-im.com
What does the wizarding world of Harry Potter and Emerging Markets have in common? At Australia's Portfolio Construction Forum Strategies Conference in August 2023, Tassos Stassopoulos outlined how...
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@stassopoulos
Tassos Stassopoulos
3 years
DM focus on measurable #environmental metrics is happening to the detriment of #social impact. Focusing on the measurable mean missing the bigger picture, ignoring material risks and opportunities just because they cannot be tracked on a spreadsheet. https://t.co/5EUMVsNgJz
trinetra-im.com
The developed world’s focus on more easily measurable environmental metrics is happening to the detriment of social impact. Investors are trained to focus on the most material risks and opportunities...
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@stassopoulos
Tassos Stassopoulos
3 years
Chinese equities lost half ‘re-opening’ surge as investors grew disappointed with recovery. Consumer demand is on a path to recovery enabling #investors to benefit from cheap valuations, low interest rates, and government measures boosting domestic demand. https://t.co/6mNTaujSHA
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trinetra-im.com
Chinese equities witnessed a 30% reopening rally from the end of November 2022 to the end of January 2023, only to lose half of that gain by the end of April, mainly driven by investor disappointment...
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@stassopoulos
Tassos Stassopoulos
3 years
After a lost decade, cyclical and structural headwinds have been abating for EM equities. At PCF Markets Summit in Sydney, I outlined why profound secular changes are now becoming tailwinds https://t.co/jt3dpwq4Ha
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trinetra-im.com
Tassos Stassopoulos outlines why cyclical and structural headwinds are abating for EM equities.
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@stassopoulos
Tassos Stassopoulos
3 years
A post-Covid mindset is causing EM consumers to tear up the inflation playbook. Companies and investors need to re-think their assumptions on what products and services might prove resilient. Read our latest insights here https://t.co/PXfS7VpHFM
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trinetra-im.com
When it comes to adjusting their household spending for rising inflation, emerging markets consumers are tearing up the traditional playbook. COVID-19 has fundamentally changed consumers’ mindsets...
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@stassopoulos
Tassos Stassopoulos
3 years
Desk top #research tells you little about what the consumer is thinking and why things are happening. Listen to our latest podcast to find out how #ethnographic research helps identifies emerging #trends . https://t.co/YXXkTkRrbA
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trinetra-im.com
Ethnography helps to identify upcoming consumer trends, but also requires a lot of preparation to select the countries for research and frequency of visits. In this latest podcast Tassos discusses...
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@stassopoulos
Tassos Stassopoulos
3 years
Customers paying by credit cards create cashflow challenges for entrepreneurs. Our #Brazil immersions study found small businesses using PIX to overcome this, fuelling a new wave of #Entrepreneurship . #ethnographicresearch
trinetra-im.com
Entrepreneurs around the world often face countless obstacles for their new ventures. Having a good idea and establishing a product or service is only the first step before they need to plan promot...
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@stassopoulos
Tassos Stassopoulos
3 years
Our recent immersion trip to #Brazil has thrown up some fascinating insights on #consumers’ attitude to #inflation, #health the wide-reaching impact of digital payments. https://t.co/7YdzfgBAqP
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@stassopoulos
Tassos Stassopoulos
4 years
Hearing great consumer insights in #Brazil on changing fitness, digital payments and nutrition habits. Also interesting how #dog have become centre of family. Consumers telling us they are economising on their food spending, but would not compromise on their #pets.
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@stassopoulos
Tassos Stassopoulos
4 years
Taking off for 🇧🇷 on our 1st #ethnographic study after Covid. Since 2011 this bag has been with me on 24 ethnographic studies travelling through 🇨🇳🇮🇳🇻🇳🇿🇦🇳🇬🇮🇳🇧🇷🇨🇱🇵🇪🇮🇳🇲🇽🇮🇩🇮🇳🇹🇭🇵🇭🇨🇳🇮🇳🇬🇭🇨🇳🇰🇷🇮🇳🇮🇩🇨🇴🇮🇳 to understand how people lives are changing & how they shape future trends
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@stassopoulos
Tassos Stassopoulos
4 years
PIX is a digital payments success story. On our upcoming Immersion trip to #Brazil , we'll be looking at how PIX will continue to impact consumer behaviour and especially for those who were previously #unbanked.
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economist.com
Why the central bank’s instant-payments platform, Pix, has been a smash hit
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@TrinetraIM
Trinetra IM
4 years
We’re proud to announce that Trinetra has become a certified #BCorp, joining global businesses that meet the highest verified standards of social and environmental performance, transparency, and accountability. @BCorpUK
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@stassopoulos
Tassos Stassopoulos
4 years
A fast and effective way to counter climate change is to reduce poverty, provide education and empower women. Supporting lower income groups, strengthening the fabric of society brings demographic change and focus on staying within Planetary Boundaries. https://t.co/JETqTO1u4v
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trinetra-im.com
Mitigating the devastating impact of Climate Change has rightly shot up in the global consciousness resulting in ESG becoming increasingly prominent for many investors. However, finding the right...
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@stassopoulos
Tassos Stassopoulos
4 years
Really enjoyed Anthro-Vision by @Gilliantett. Demonstrating cultural context and the power of the Small Sample in a world obsessed with Big Data
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@PortfolioForum
Portfolio Construction Forum
5 years
Covid-19 is a blueprint for the emotionomics 2.0 world - Tassos Stassopoulos & Jonathan Shapiro. Earn 0.50 CE/CPD hrs #PortfolioForum @stassopoulos #Finology #BehaviouralFinance #InvestorPsychology https://t.co/TXUR6ExhaN
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@stassopoulos
Tassos Stassopoulos
5 years
#Covid_19 changed our habits and behaviours. How do you distinguish between long-term trends and those which will evaporate once the pandemic recedes? I discuss with Mike Ivatt how to find trends in a socially distanced world, using digital ethnography. https://t.co/hf8MCBOA4U
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@stassopoulos
Tassos Stassopoulos
5 years
Can the PIX payment system supported by Brazilian Central Bank herald the death of #creditcards ? Our research blog looks at the disruption this causes for card schemes, payments companies, before spreading to the banks themselves. https://t.co/sMCVIVKHVJ
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