Far From the Finishing Post – Katie Potts (Herald Investment Management)
Katie Potts founded Herald Investment Management and has managed the Herald Investment Trust since 1994, generating strong returns…
35 minsFar From the Finishing Post – Charlotte Yonge (Troy Asset Management)
Charlotte Yonge manages the Trojan Ethical Fund and is assistant fund manager of the Trojan Fund and Personal…
46 minsFar From the Finishing Post – Nick Train (Lindsell Train)
Nick Train founded Lindsell Train, alongside Michael Lindsell, in 2000 and has generated outstanding returns by investing in…
44 minsFar From the Finishing Post – Ashish Swarup (Aikya)
Ashish Swarup is an experienced emerging market investor and the founder of Aikya, a boutique focused on high-quality…
44 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 – James Harries (Troy Asset Management)
James Harries has a wealth of experience as a global income investor and manages the Trojan Global Income…
44 minsFar From the Finishing Post – Sanjay Ayer (WCM Investment Management)
Sanjay Ayer is a portfolio manager at WCM Investment Management, a California-based asset manager investing in good quality…
47 minsFar From the Finishing Post – Brinton Johns (NZS Capital)
Brinton Johns is a co-founder of NZS Capital, a US-based investment boutique applying lessons from nature to invest…
46 mins