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Brian Gilmartin

Brian Gilmartin, CFA, founded Trinity Asset Management (TAM) in 1995, where he is currently a portfolio manager. TAM manages money for individuals, small foundations and small business pensions via separate accounts at Charles Schwab. TAM’s style is primarily large-cap and growth-oriented, with an emphasis on the following sectors: technology, financial services, retail, basic industrial and health care, with some cyclical exposure. Before TAM, Gilmartin was a fixed-income buy-side analyst at Stein Roe & Farnham in Chicago. Previously, Gilmartin was a fixed-income analyst on the sell side at Clayton Brown & Associates. Gilmartin holds a master’s of business administration from Loyola University and a bachelor’s from Xavier University.

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Brian’s latest columns:

  • 9:18am Monday, October 8, 2012: PC sector trading for scrap value, but patient investors required - Wall Street All-Stars» Brian Gilmartin
    The following is republished from Brian Gilmartin’s Fundamentalis  blog on October 4, 2012 While perusing our internal valuation spreadsheets this past week, it is hard to believe some of these valuations on the PC-related names like Intel (INTC), Microsoft (MSFT), Dell (DELL) and Hewlett-Packard (HPQ). Talk about cheap, and as I listen to the fat-box and read the […]
  • 11:30am Friday, July 6, 2012: The Quarterly “Bump” in Earnings Estimates - Wall Street All-Stars» Brian Gilmartin
    Although it is tough to recognize in a market where the market p/e continually compresses, in my opinion there is an upward bias to corporate earnings estimates, whether it be to the fundamental nature of capitalism (profit maximation, etc.) or perhaps due to the seemingly optimistic outlook for their coverage, on the part of most […]
  • 7:46pm Thursday, March 15, 2012: Brian Gilmartin’s Earnings Diary for March 15, 2012 ($) - Wall Street All-Stars» Brian Gilmartin
    Here’s the transcript for Brian Gilmartin’s Earnings Diary for March 15, 2012. You can find Brian live writing about his trades and chatting it up subscribers five days week atWallStreetAllStars.com/gilmartin. briang March 15, 2012 – 7:59 am Large-cap pharma poised for big break-out ? We were watching Pfizer yesterday [...]
  • 8:37pm Wednesday, March 14, 2012: Brian Gilmartin’s Earnings Diary for March 14, 2012 ($) - Wall Street All-Stars» Brian Gilmartin
    Here’s the transcript for Brian Gilmartin’s Earnings Diary for March 14, 2012. You can find Brian live writing about his trades and chatting it up subscribers five days week atWallStreetAllStars.com/gilmartin. briang March 14, 2012 – 8:05 am Well, Philip Morris (MO) is looking toppy Tendency. Have to look for [...]
  • 8:34pm Tuesday, March 13, 2012: Brian Gilmartin’s Earnings Diary for March 13, 2012 ($) - Wall Street All-Stars» Brian Gilmartin
    Here’s the transcript for Brian Gilmartin’s Earnings Diary for March 13, 2012. You can find Brian live writing about his trades and chatting it up subscribers five days week atWallStreetAllStars.com/gilmartin. briang March 13, 2012 – 8:01 am Note the 10-year Treasury yield – that is huge at 2.06%. We [...]

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