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Far From The Finishing Post

Gabrielle Boyle (Troy) - An Outsider's Advantage

Oct 18, 2021
37:15

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

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