How we invest
We aim to find those rare businesses that can grow at sustainably high returns over time. Markets persistently underestimate the longevity and compounding power of such companies. Our long holding periods aim to capitalise on this.
We seek robust businesses with the ability to innovate and adapt to a changing world. Of particular interest to us are management cultures orientated to long-term outcomes.
Our in-depth research process – which integrates ESG analysis – allows us the patience and imagination to find exceptional businesses. We build conviction in companies’ ability to deliver.
With an adaptable investment process, we continually seek to raise the bar on what it takes to be an exceptional business.
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.
Gabrielle has 33 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 appointed to the Board of Witan Investment Trust in August 2019 and is a Trustee of the charity Launch It.
George is the Co-Manager of the Trojan Global Equity Fund. He is responsible for the analysis of global companies and their selection for Troy’s portfolios.
George joined Troy in June 2012 from Rathbone Brothers, where he worked as an Assistant Fund Manager for the unit trust business. George graduated in 2006 from King’s College London with a first class honours degree in History. He is a CFA Charterholder.