Global Equity Strategy Newsletter No.18
Steady growth In the first five months of the year, the Troy Global Equity Strategy (the ‘Strategy’) has…
8 minsIntroducing Troy’s Global Equity Strategy
In this video Gabrielle Boyle, Head of Research & Co-manager of Troy’s Global Equity Strategy explains how the strategy seeks to invest in resilient, high-quality companies over the long-term.
3 minsTroy 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 minsTrojan 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 minsTrojan Global Equity Fund Newsletter No.15
The past few years have felt a bit like watching a movie in fast forward.
6 minsTrojan Global Equity Fund Newsletter No.14
The past few years have felt a bit like watching a movie in fast forward.
7 minsTrojan Global Equity Fund Newsletter No. 13
The investment objective of the Trojan Global Equity Fund (the “Fund”) is to achieve capital growth over the…
10 minsTrojan Global Equity Fund Newsletter No.12
We hope that our investors and readers have had an enjoyable summer. George’s summer holiday got off to a decidedly dodgy start when...
10 minsTrojan Global Equity Fund Newsletter No.11
The investment objective of the Trojan Global Equity Fund (the “Fund”) is to achieve capital growth over the long term (at least 5 years). Our strategy seeks to exploit a persistent market inefficiency that misprices rare businesses that can grow at sustainably high returns on their capital. We invest for the long term in companies that have the resilience to withstand unexpected shocks and the adaptability to thrive in a dynamic global economy.
13 minsFar From the Finishing Post – Gabrielle Boyle (Troy Asset Management)
Gabrielle Boyle heads up Troy's investment research and manages the Trojan Global Equity Fund and Electric & General…
37 mins