Trojan Fund Europe

A Multi-Asset Fund with strong risk management emphasis

Investment Strategy

Troy Asset Management was founded in 2000 and is an independent, owner-managed investment boutique based in London, focused on multi-asset and global equity strategies.

The Troy multi-asset strategy has been consistently implemented for 25 years.

The strategy’s objective is to preserve and grow investors’ capital in real terms over the long term, combining valuation-led asset allocation with a focus on high-quality companies characterised by strong balance sheets, resilient cash flows and durable business models. This disciplined approach aims to protect capital in difficult markets while allowing investors to benefit from the rewards of long-term compounding.
European investors can access the strategy via the Trojan Fund Europe.

Multi-asset

Capital preservation focused

Article 8

Investment Opportunities

A long-only and long-term fund with the flexibility to invest in a broad range of multi asset classes, including developed market equities, bonds, gold-related investments, cash, and short-dated Treasury bills.

Emphasis on downside risk management and investing in high-quality securities to deliver strong risk-adjusted returns over the long term.

Despite high valuations and weak fundamentals observed in the market, the Strategy remains well positioned as it targets well-capitalized, robust businesses for equity exposure and retains dry powder to invest further on market weakness.

Troy avoids unnecessary complexity and using derivatives to “go short” or hedge exposures (e.g. protective strategies).