Troy UK Equity Income – Protect & Grow No.11

Back in 2017, the Lex column at the FT speculated that companies rarely in the headlines make better returns than those frequently on the airwaves.

13 mins

Global Equity Strategy Newsletter No.18

We are surprised by the strength of markets so far this year and the magnitude of the gains, especially since the multiple interest rate cuts so widely expected at the start of the year have failed to materialise.

8 mins

Income Matters No.7 

The only constant is change  Some readers will have read our multi-asset team’s recent note on gold. While…

13 mins

Gold – a store of value

Our aim at Troy has always been to preserve our investors’ hard-earned capital and increase its value in real terms over the long term.

9 mins

Fixed Income

Our approach to multi-asset investing is grounded in an ‘equities first’ approach. 

13 mins

Troy UK Equity Income – Protect & Grow No.10

The re-emergence of the Chinese economy onto the global stage has been one of the dominant themes for markets since I began my investment career in 2007. It is hard to believe that it was as recent as 2006 that China’s nominal GDP overtook the UK’s!

8 mins

Troy Global Equity Newsletter No.17

The start of any new year is an opportunity to reflect on the present and make resolutions for the future. This year the opportunity is made all the greater by the passage (at the end of 2023) of the Troy Global Equity Strategy’s 10-year anniversary

8 mins

Income Matters No.6

This piece explores the greater focus given by investors to a company’s environmental footprint and its relationship with all stakeholders.

10 mins

Trojan Global Equity Fund Newsletter No.16

Stocks for life, not just for Christmas Gabrielle’s household has a new member. Ida is a 12-week-old Labrador…

9 mins

Troy UK Equity Income – Protect & Grow No.9

Prioritising sustainable dividend growth over high yield A key pillar to the quality approach to equity income we…

4 mins