Gabrielle Boyle, Investment Director & Head of Research, Troy Asset Management, "Being prepared for the unexpected", Investing Matters Podcast, Episode 49

Investing Matters

Are you interested in achieving outperformance by investing in high quality global stocks?

With that in mind, welcome to episode forty-nine of the Investing Matters series with me Peter Higgins @conkers3 on Twitter. As I speak with with over 30 years investment industry expert, Gabrielle Boyle, the Investment Director, Head of Research and Fund Manager at Troy Asset Management who has done precisely that, even to the extent of outperforming Nick Train’s, Lindsell Train Global Equity Fund on a total returns’ basis over the past 10 years.

Gabrielle, graduated from University College Dublin gaining a BA. (Honours Degree) in History and Economics and then attained her Master’s Degree in Economics. Afterwards she “literally sent hundreds of applications” and eventually Gabrielle gained her first job working for Royal Insurance Asset Management arm. Where she amassed a fantastic grounding across many of the major investment, asset classes and sectors.

Gabrielle then worked at Lazard Asset Management for 17 years where you attained the position of Senior Managing Director and was responsible for Global and European portfolios. Followed by a briefly spell with spell with NewSmith Capital Partners.

In late 2011 Gabrielle joined Troy Assessment Management and was given control of the then £59 million Trojan Capital fund from Sebastian Lyon and Francis Brooke. Now known as the Trojan Global Equity Fund it is as of July 2023 a circa £463 million fund, having achieved significant success under Gabrielle’s stewardship.

Please listen now as how Gabrielle Boyle has outperformed lots of her Fund Manager peers, gain an insight and overview into the winning methodology, philosophy and strategies of Troy Assessment Management, the Trojan Global Equity Fund and the Electric and General Investment Fund. The importance of finding adaptable, resilient compounding long-term winners, ESG, Tech, Fintech, the privilege and responsibility of looking after investors capital.

Find out how Troy AM are supporting charities, Gabrielle’s Trustee role with the Charity, Launch It and her significant involvement and passion for the charity called GAIN (Girls Are Investors). Why reading is a gift, the incredible power of compounding outstanding investment returns. The competitive advantage of working in a small team, the high hurdle rate of stock selection. Stocks discussed include, Alphabet/Google, Meta, Fiserve, RELX, Experian and more.

We hope you enjoy this podcast, and we look forward to hearing your feedback.

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