Trojan 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 minsIncome Matters No.3
“I have a plan for growth, to topple the current ‘business as usual’ managerial approach to the economy…
11 minsSpecial Paper No.10
Inflation - Stealing from savers “Make no mistake about it, inflation is a tax and not by accident”.Ronald…
9 minsTroy UK Equity Income – Protect & Grow No. 4
In recent weeks, I am sure that investors have once again been reflecting on how best to navigate markets. In today’s challenging...
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 minsIncome Matters No.2
Markets in 2022 certainly feel very different from 2021. Investors have woken to the prospect of rising interest rates and tighter financial conditions, driven by higher inflation, and are adjusting their requirements for returns accordingly.
10 minsTroy UK Equity Income – Protect & Grow No. 3
Markets in 2022 certainly feel very different from 2021. Investors have woken to the prospect of rising interest rates and tighter financial conditions, driven by higher inflation, and are adjusting their requirements for returns accordingly.
12 minsSpecial Paper No.9
Markets in 2022 certainly feel very different from 2021. Investors have woken to the prospect of rising interest rates and tighter financial conditions, driven by higher inflation, and are adjusting their requirements for returns accordingly.
9 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.
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