Trojan Global Equity Fund Newsletter No.14
The past few years have felt a bit like watching a movie in fast forward.
7 minsFar From the Finishing Post – Paul Major (Bellevue)
Paul Major co-manages the Bellevue Healthcare Trust and has a wealth of experience of the healthcare industry. We…
34 minsFar From the Finishing Post – Blake Hutchins (Troy)
Blake Hutchins manages the Trojan Income Fund and is co-manager of the Troy Income & Growth Trust. We…
34 minsFar From the Finishing Post – Swetha Ramachandran (GAM)
Swetha Ramachandran manages GAM's luxury brand strategy and knows the luxury industry inside out. We discuss Swetha's definition…
34 minsFar From the Finishing Post – Ben Rogoff (Polar Capital)
Ben Rogoff is co-head of Polar Capital's Global Technology team. Having joined the industry just before the technology…
34 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 minsFar From the Finishing Post – Gerard Minack (Minack Advisors)
Gerard Minack founded Minack Advisors in 2013 and has a wealth of experience as a macro strategist. Gerard…
34 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 minsFar From the Finishing Post – Andrew Brenton (Turtle Creek)
Andrew Brenton co-founded Turtle Creek, a Toronto-based asset manager, in the late 1990s. Since its inception, Turtle Creek…
34 minsFar From the Finishing Post – Richard de Lisle (De Lisle Partners)
Richard de Lisle, founder of De Lisle Partners, has significantly outperformed US equity markets over the last 27…
34 mins