Our approach
Our global equity strategy’s objective is to achieve long term capital growth. With a track record of more than ten years, we invest in high quality businesses that can grow sustainably over time. We look for resilient and adaptable businesses that can survive inevitable change. The strategy is concentrated (c. 25-35 holdings) and portfolio turnover is deliberately low.
How we invest
We aim to identify, research and invest in businesses that are:
- Competitively advantaged with hard-to-replicate assets;
- Able to grow predictably for many years to come; and
- Managed conservatively for long-term growth in value per share.
We seek businesses that have the ability to innovate and adapt to a changing world. Of particular interest to us are management cultures orientated to longer-term outcomes.
We aim to strike a deliberate balance between growth, profile of earnings and valuation to create a mix of high-quality businesses with different characteristics and risk profiles.
Performance
Risk and Volatility since launch
Performance is calculated on a total return basis, net of fees, in sterling terms. Past performance is not a guide to future performance. The information shown relates to a mandate which is representative of, and has been managed in accordance with, Troy Asset Management Limited’s Global Equity Strategy.
Source: Lipper. Since Launch (31/05/2001) to 31 January 2026.
Global Equity team
Gabrielle is responsible for Troy’s Global Equity Strategy and is Head of Research. Gabrielle was promoted to the board in 2020. She is the Co-Manager for the Trojan Global Equity Fund and Fund Manager for the Electric & General Investment Fund. She is also a Manager on Troy’s International Equity Strategy (currently available in the U.S.).
Gabrielle has over 35 years’ investment experience, has managed global equity portfolios since 2001 and European portfolios since 1998. Joining Troy at the end of 2011, previously Gabrielle was a Senior Managing Director at Lazard Asset Management where she worked for 17 years and was responsible for Global and European portfolios. Gabrielle graduated from University College Dublin gaining a BA in History and Economics and an MA in Economics. She holds the ASIP qualification and is an Associate Member of the CFA Society of the UK. Gabrielle was previously on the Board of Witan Investment Trust and is a Trustee of the charity Launch It and the South-East Rural Charitable Trust.
George is Co-Manager of the Trojan Global Equity Fund and a Manager of Troy’s International Equity Strategy (currently available in the U.S.).
He joined Troy 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 with a First Class Honours degree in History. He is a CFA Charterholder.
