Gabrielle Boyle (Troy) - An Outsider's Advantage

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

Om Podcasten

Far From The Finishing Post explores the ideas and practices of leading investors in an effort to continuously grow our collective knowledge. This podcast is intended for UK listeners only. The views and information contained within this podcast do not constitute investment advice and should not be used as the basis for investment decisions. Any reference to securities should not be construed as a recommendation to buy or sell these securities. Any opinions expressed are those of the relevant individuals and do not necessarily reflect the views of Troy Asset Management and may be subject to change without notice. Past performance is not a guide to future performance and the value of an investment may fall as well as rise.