Half 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. Of course, the first half of the year has been anything but dull...

15 mins

Troy Global Equity Strategy Newsletter No.19

Without wanting to count our chickens too soon, it is natural to reflect on this year’s returns as we edge towards the conclusion of the year. Quite simply, it has been another spectacular year of gains for global equities

10 mins

Global 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.

8 mins

Introducing 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.

3 mins

Trojan 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.

9 mins

Trojan Global Equity Fund Newsletter No.15

Gabrielle Boyle and George Viney discuss the importance of patient investing and how the Global Equity Fund’s commitment to holding rare, high-quality businesses for the long term has generated strong risk adjusted returns.

6 mins