Protect and Grow
In the press•Published date 30 September 2025
Sebastian Lyon of Troy Asset Management describes his equity-first approach to managing a multi-asset portfolio, why he focuses more on the durability of a company’s growth than its pace, how he thinks about making mistakes, how he’s managing his exposure to gold, and what he thinks the market is missing today in Hubbell, Diageo, Chubb and Unilever.
