Gabrielle Boyle (Troy) - An Outsider's Advantage

Far From The Finishing Post

Content provided by Troy Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Troy Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

3y ago 37:15

MP3•Episode home

In this episode of Far From The Finishing Post we speak to Gabrielle Boyle. Gabrielle heads up Troy's investment research and manages the Trojan Global Equity Fund and Electric & General Investment Fund. Gabrielle discusses her evolution as an investor and how being an outsider has helped her recognise and adapt to change to deliver strong compound returns.
Show notes:
[1:09] Gabrielle talks about how she got into the industry
[3:23] The wild west of Europe
[5:50]Learning at Lazard
[7:54] Gender diversity and being an outsider
[11:49] Girls Are INvestors (GAIN)
[12:41] Working at a boutique with a clear sense of identity
[15:36] Troy's evolution
[19:00] Adapting to change
[20:20] The fundamental importance of ESG
[21:39] ESG and stock selection
[25:16] Technological disruption and extraordinary 'tech staples'
[28:16] Discipline through concentration
[31:35] Intangible quality
[32:43] Being a long-term owner
[33:39] The surprising durability of great businesses
[35:59] Trust your instincts and enjoy yourself

28 episodes

#Trading #Business #Troy Asset Management #Investing #Compound #Wealth Creation #Absolute Returns #Money Management #Asset Management #Fund Management #Learn #Finance #Podcasting Education