Our aim is to preserve and grow our investors’ capital over the long term
u003cspan data-contrast=u0022autou0022u003eTroy Asset Management is a privately owned, independent investment boutique. u003c/spanu003eu003cspan data-ccp-props=u0022{u0026quot;201341983u0026quot;:2,u0026quot;335559740u0026quot;:250}u0022u003e u003c/spanu003ernrnu003cspan data-contrast=u0022autou0022u003eThe company was established in 2000 by the late Lord Weinstock and Sebastian Lyon and was named after his 1979 Epsom Derby winner. They wanted to serve investors who shared the objective of seeking long-term absolute returns, whilst ignoring the distraction of short-term market noise and benchmarks.u003c/spanu003eu003cspan data-ccp-props=u0022{u0026quot;201341983u0026quot;:2,u0026quot;335559740u0026quot;:250}u0022u003e u003c/spanu003ernrnu003cspan data-contrast=u0022autou0022u003eOver the years we have attracted other investors who share this patient attitude to investment management. These include family offices, wealth managers, investment advisers, charities and endowments. u003c/spanu003eu003cspan data-ccp-props=u0022{u0026quot;201341983u0026quot;:2,u0026quot;335559740u0026quot;:250}u0022u003e u003c/spanu003ernrnu003cspan data-contrast=u0022autou0022u003eAll our executive directors and fund managers are significant shareholders in Troy Asset Management and our Funds.u003c/spanu003e
Investment philosophy
u003cp style=u0022text-align: leftu0022u003eu003cspan class=u0022TextRun SCXW18402486 BCX0u0022 lang=u0022EN-GBu0022 xml:lang=u0022EN-GBu0022 data-contrast=u0022noneu0022u003eu003cspan class=u0022NormalTextRun SCXW18402486 BCX0u0022u003eSince its foundation u003c/spanu003eu003cspan class=u0022NormalTextRun SCXW18402486 BCX0u0022u003eTroy has specialised in a distinctive method of investing. We prioritise the avoidance of permanent capital losses. This is achieved through cautious asset allocation and u003c/spanu003eu003cspan class=u0022NormalTextRun SCXW18402486 BCX0u0022u003ethe careful selection of high-quality companies. u003c/spanu003eu003c/spanu003eu003cspan class=u0022EOP SCXW18402486 BCX0u0022 data-ccp-props=u0022{u0026quot;201341983u0026quot;:2,u0026quot;335559740u0026quot;:250}u0022u003e u003c/spanu003eu003c/pu003e
How we invest Explore our fundsRisk management
We consider risk management to be the avoidance of permanent capital loss.
Long-term horizon
We invest for the long term.
Stock selection
We only invest in those companies that we believe have enduring qualities. These characteristics help allow an investment to compound in value over the long term
Valuation
The valuation at which assets are bought plays a crucial role in determining their subsequent returns.
Our culture
Troy’s purpose is to preserve, grow and be a responsible steward of our investors’ irreplaceable capital over the long term.rnrnWe endeavour to act responsibly at all times and expect the same of the companies in which we invest. These guiding principles are core to Troy’s investment approach and extend to how we work with our investors, employees, shareholders and wider stakeholders.rnu003cp class=u0022x_MsoListParagraphCxSpFirstu0022u003eOur unique heritage has defined key aspects of our culture, and our independence has served to retain these points of differentiation and advantage as the firm has grown. Troy’s culture is one of intellectual honesty, curiosity and independent thinking.u003c/pu003ernu003cp class=u0022x_MsoListParagraphCxSpLastu0022u003eWe promote a collegiate and collaborative workplace and aim continuously to improve the service we provide our investors. The views of each team member are respected and considered equally worthy; new ideas are freely promoted and working assumptions are openly challenged.u003c/pu003e
