Responsible Investment Report No.17
This past quarter was marked by ‘proxy season’, the time of year when companies open their doors to shareholder scrutiny through Annual General Meetings (AGMs). Troy’s Investment Team has cast 100 votes at 68 company meetings so far, weighing in on a wide range of proposals.
Read moreHalf Year Letter to Investors
Had you fallen asleep at the start of the year, only to be revived six months later, you might be forgiven for thinking that markets were similarly sedate.
Read moreTroy Global Equity Strategy Newsletter No.19
year’s returns as we edge towards the conclusion of the year.
Read moreFar 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.
Listen nowGlobal 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.
Read moreIntroducing Troy’s Global Equity Strategy
In this video Gabrielle Boyle, Head of Research & Co-manager of Troy’s Global Equity Strategy explains how the strategy seeks to invest in resilient, high-quality companies over the long-term.
Watch nowTrojan Global Equity Fund Newsletter No.16
It is in the nature of portfolios that not all investments are perfectly behaved at all times. Disappointment is inevitable; accidents and mistakes happen.
Read moreTrojan Global Equity Fund Newsletter No.15
The past few years have felt a bit like watching a movie in fast forward.
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