Troy Global Equity Strategy Newsletter No.19

That’s not all, folks Without wanting to count our chickens too soon, it is natural to reflect on…

10 mins

Far From the Finishing Post – Gabrielle Boyle & George Viney (Troy)

Tom catches up with Gabrielle and George to discuss why the market persistently underestimates the compounding power of rare and exceptional companies and why they work so well together as a team.

47 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

Far From the Finishing Post – Dan Davidowitz (Polen Capital)

we speak to Oddbjørn Dybvad, co-founder of REQ Capital, an Oslo-based investment firm. Oddbjørn manages REQ’s Global Compounders and Nordic Compounders funds, which focus on acquisition-driven businesses. 

47 mins

Far From the Finishing Post – Robbie Robertson (Personal Assets Trust)

we speak to Oddbjørn Dybvad, co-founder of REQ Capital, an Oslo-based investment firm. Oddbjørn manages REQ’s Global Compounders and Nordic Compounders funds, which focus on acquisition-driven businesses. 

42 mins

Far From the Finishing Post – Jim Strang (HgCapital Trust)

we speak to Oddbjørn Dybvad, co-founder of REQ Capital, an Oslo-based investment firm. Oddbjørn manages REQ’s Global Compounders and Nordic Compounders funds, which focus on acquisition-driven businesses. 

42 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

Far From the Finishing Post – Stuart Widdowson (Odyssean Capital)

we speak to Oddbjørn Dybvad, co-founder of REQ Capital, an Oslo-based investment firm. Oddbjørn manages REQ’s Global Compounders and Nordic Compounders funds, which focus on acquisition-driven businesses. 

42 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

Far From the Finishing Post – Oddbjørn Dybvad (REQ Capital)

we speak to Oddbjørn Dybvad, co-founder of REQ Capital, an Oslo-based investment firm. Oddbjørn manages REQ’s Global Compounders and Nordic Compounders funds, which focus on acquisition-driven businesses. 

42 mins