Gabrielle Boyle (Troy) - An Outsider's Advantage
Far From The Finishing Post - A podcast by Troy Asset Management
Categories:
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
