Troy Asset Management
Troy Asset Management Global Equity Strategy
Global
Jul 2026 → Jul 2026
Our archive holds 1 letter from this strategy, behind 3 investment theses and positions in 16 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Troy Asset Management for every strategy.
Also held
Its investment theses
- VisaJul 2026Visa is defended as a network with durable economics, multiple growth avenues, and an attractive valuation despite concerns around agents, stablecoins, regulation, and maturing cash displacement.
- AmadeusJul 2026Amadeus is argued to have durable, high-margin travel infrastructure businesses, resilient distribution volumes, and underappreciated growth in Air IT and hospitality at an excessive valuation discount.
- AlconJul 2026Alcon is presented as a leading ophthalmology franchise with strong assets, a defensible oligopoly position, a deep pipeline, and long-term growth drivers despite recent execution disappointments.