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, and we have again delivered solid results for the Strategy’s investors.
Read moreTom 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 nowWe 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 moreIn 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 nowIt is in the nature of portfolios that not all investments are perfectly behaved at all times. Disappointment is inevitable; accidents and mistakes happen. The important thing is to have an investment process and culture to deal with problems when they occur, and to learn the relevant lessons.
Read moreThe past few years have felt a bit like watching a movie in fast forward.
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