Troy Global Equity Strategy Newsletter No.19
That’s not all, folks Without wanting to count our chickens too soon, it is natural to reflect on…
10 minsFar 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.
47 minsGlobal 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 minsTrojan 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 minsTrojan Global Equity Fund Newsletter No.15
The past few years have felt a bit like watching a movie in fast forward.
6 mins