Troy Asset Management is an independent fund management company founded in 2000. Our investment style is unconventional, yet conservative.
Troy was founded to focus on absolute rather than relative returns, and aim to preserve and grow its investors’ capital over the very long term. Over the years we have attracted other investors who share this patient attitude to investment management, including family offices, wealth managers, investment advisers, charities and endowments.
Gabrielle joined Troy in November 2011 from NewSmith Capital Partners LLP where she was a partner responsible for Global Equity portfolios. Previously Gabrielle was a Senior Managing Director at Lazard Asset Management where she worked for 17 years and was a portfolio manager responsible for Global and International Equity portfolios. She managed the Lazard European Alpha fund between 1998 and 2008. Gabrielle graduated from University College Dublin in 1990.
Chief Executive, Investment Director
Before establishing Troy Asset Management, Sebastian was a Director at Stanhope Investment Management (the management company for the GEC Pension Fund) where he jointly managed a £2 billion equity portfolio and was also responsible for asset allocation. He was previously employed by Singer & Friedlander Investment Management. Sebastian graduated from Southampton University in 1989. Sebastian is also a Treasurer of Childhood First.
Before joining Troy Asset Management in 2004, Francis was a Director at Merrill Lynch Investment Managers, where he was responsible for over £1 billion of UK Equities. He was also a member of Merrill’s Asset Allocation and Sector Strategy Committees. Francis was previously employed at Foreign & Colonial Management Ltd, where he was appointed Director in 1995, and at Kleinwort Benson Securities, where he began his career in 1986, after graduating from Edinburgh University.
Tom joined Troy Asset Management in 2014, to manage the Spectrum Fund. Before moving to Troy, he spent 3 years at Rothschild where he specialised in fund research. Prior to that, Tom was a portfolio manager at Kaupthing Singer & Friedlander and Williams de Broe (which acquired the Singer & Friedlander Wealth Management business in 2008). Tom began his career at Brewin Dolphin, after graduating from Oxford University in 2005.
Hugo Ure CFA
Hugo graduated from Oxford University in 1999, following which he spent five years in the British Army serving with the Scots Guards. In 2004 he left to join Kleinwort Benson where, after a short period in portfolio management, he focused on equity analysis until his move to Troy in January 2009. Hugo is currently co-manager of the Troy Income & Growth Trust and assistant manager of the Trojan Income Fund. He has also had primary responsibility for a £75m segregated charity portfolio since 2012. Hugo is a CFA charterholder.
Sean Beck CFA
Sean joined Troy Asset Management in 2009 from Rathbone Brothers, where he assisted in the discretionary management of private client portfolios, and was later made an assistant fund manager of unit trusts. Sean graduated from Oxford University in 2004. He is a CFA Charterholder, and has completed his Securities and Investment Diploma.
George Viney CFA
George is the Assistant Fund Manager of the Trojan Global Equity Fund.
George joined Troy Asset Management in June 2012 from Rathbone Brothers, where he worked as an assistant fund manager for the unit trust business. George graduated from King’s College, London in 2006. He is a CFA Charterholder.
Charlotte works alongside Sebastian Lyon and Sean Beck on the Multi-Asset team.
Charlotte joined Troy Asset Management in February 2013 from Ruffer Investment Management, where she worked as an Investment Associate for a private client portfolio manager. Charlotte graduated from Cambridge in 2010. She is a CFA Charterholder and has completed her Securities and Investment diploma.
Senior Fund Manager
James joined Troy in 2016 to establish the Trojan Global Income Strategy.
He graduated from Bristol University in 1994 and spent a year at the Royal Military Academy Sandhurst. Following this he joined Newton Investment Management. He left Newton in 2004 having completed a Masters in Finance at the London Business School and spent a year at Veritas Asset Management before rejoining Newton. In 2005 he established the Newton Global Income Fund, he was also the alternate manager on the Newton Real Return Fund.
Mohammed joined Troy Asset Management in September 2015 from Evercore, where he worked as an M&A Analyst in the Financial Institutions Group (having previously worked in the Generalist and Healthcare teams). Mohammed read Economics at Durham University and graduated in 2013.