"Back in 2017, the Lex column at the FT speculated that companies rarely in the headlines make better returns than those frequently on the airwaves. We see some logic in this, given news services generally focus on bad news. The Lex team picked out some of the ‘least newsworthy’ large UK companies and noticed that they have tended to be consistent outperformers." In the latest UK Income newsletter, Blake Hutchins, Manager of the Trojan Income Fund and Fergus McCorkell, Assistant Manager, identify three companies that encapsulate much of what we look for in investments at Troy, and what we consider the right type of income stock. https://lnkd.in/eav23iv6
Troy Asset Management Limited
Investment Management
London, England 2,716 followers
A trusted, independent investment management firm focused on capital preservation and growth
About us
Our aim is to protect investors’ capital and increase its value over the long-term. Troy Asset Management is a privately owned, independent investment boutique whose aim is to protect and grow its investors’ capital over the long term. The company was established in 2000 by the late Lord Weinstock and Sebastian Lyon to serve investors who shared the objective of seeking long-term absolute returns, whilst ignoring the distraction of short-term market noise and benchmarks. Troy conducts exceptionally thorough research, and manages concentrated low-turnover portfolios of our best ideas. Stewardship is promoted by the firm’s risk averse approach, focus on high quality, sustainable business franchises and long holding periods. ESG analysis is integrated within Troy’s research. Troy manages a range of multi-asset, UK equity income, global equity and global equity income strategies and additionally offers an exclusions based ethical capability. Troy Asset Management Limited is a limited company registered in England with registration number 3930846 whose registered office is at Hill House, 1 Little New Street, London EC4A 3TR, United Kingdom. Troy Asset Management Limited is authorised and regulated by the Financial Conduct Authority of the United Kingdom. The information on this page is directed at persons in the United Kingdom only unless otherwise specified. The products and services described on this page may not be suitable for all investors. The value of investments and the income from them may go down as well as up and investors may get back less than they invested. Past performance is not a guide to future performance. Troy is registered with the U.S. Securities and Exchange Commission ("SEC") as an Investment Adviser (CRD: 319174). Registration with the SEC does not imply a certain level of skill or training. For further details please refer to our website.
- Website
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http://www.taml.co.uk
External link for Troy Asset Management Limited
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- London, England
- Type
- Privately Held
- Founded
- 2000
Locations
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Primary
Get directions
33 Davies Street
London, England W1K 4BP, GB
Employees at Troy Asset Management Limited
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Tomasz Boniek
Co-Manager of the Trojan Ethical Global Income Fund, Assistant Fund Manager for the Trojan Global Income Fund
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Hugo Ure
Senior Fund Manager at Troy Asset Management
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Dominic Lown
Fund Operations @ Troy Asset Management | Trade Support, Portfolio Modelling
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Michael Kinsella Chartered FCSI
Investment Specialist at Troy Asset Management
Updates
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Earlier this week we were delighted to welcome shareholders to our annual Investment Trust Seminar. Sebastian Lyon, Manager of Personal Assets Trust and James Harries, Manager of STS Global Income & Growth Trust together updated shareholders on process, performance and asset allocation whilst also sharing their investment outlook during a period of uncertainty in global markets. Please click below to watch the recording. https://lnkd.in/gPuRgU4A
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On 3rd July at 10.00am we are hosting a webinar for the Global Income strategy, during which James Harries and Tomasz Boniek, Managers of The Trojan Global Income Fund, The Trojan Ethical Global Income Fund and The STS Global Income & Growth Trust will give an update on the process, performance, current asset allocation and outlook for the Strategy. If you would like to attend, please register here: https://lnkd.in/eyTJM3Ze
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"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." In the latest Global Equity newsletter, Gabrielle Boyle and George Viney reflect on the increased breadth of investment opportunity and explain how they are positioning the portfolio take advantage of technological change. https://lnkd.in/d29k9PXk
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“At times of great uncertainty, it is helpful to put things in context and anchor on what we can know rather than what we cannot.” In the latest Income Matters newsletter, James Harries and Tomasz Boniek consider the investment outlook and positioning of Troy’s Global Income Strategy and provide an update on each of its top 10 investments. https://lnkd.in/dXwpmvYJ
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We are pleased to share a short video from Gabrielle Boyle, Head of Research & Co-manager of the Trojan Global Equity Fund. In this video Gabrielle explains how the strategy seeks to invest for the long-term in companies which are resilient through market cycles and which are adapting and growing as the world changes.
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Troy Asset Management Limited reposted this
“There is nothing wrong with admitting that you don’t know something. What makes investing so fascinating and sometimes frustrating is not knowing all the answers.” In the latest Investment Report, Sebastian Lyon and Charlotte Yonge discuss how gold is the gold standard for precious metals and why they continue to keep things simple. https://lnkd.in/dU-gvMWP
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“There is nothing wrong with admitting that you don’t know something. What makes investing so fascinating and sometimes frustrating is not knowing all the answers.” In the latest Investment Report, Sebastian Lyon and Charlotte Yonge discuss how gold is the gold standard for precious metals and why they continue to keep things simple. https://lnkd.in/dU-gvMWP
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Gabrielle Boyle, Head of Research and responsible for Troy’s Global Equity Strategy, recently spoke to Emma Wallis of Trustnet. Together they discussed Gabrielle’s approach to investing in hot, noisy markets and the importance of knowing your limits and investing through discomfort. https://lnkd.in/e3i9muQM
Troy’s guide to investing during hot, noisy markets | Trustnet
trustnet.com
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James Harries, Manager of Troy’s Global Income Strategy, recently spoke to Emma Wallis of Trustnet. Together they discussed James’s preparations for a potential stock market slump and his views on the likelihood of a slowdown in fully-valued equity markets. https://lnkd.in/eQ3haBN4
Preparing for a downturn: Starbucks and BlackRock are on Troy’s shopping list | Trustnet
trustnet.com