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Far From The Finishing Post

by Troy Asset Management
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Latest episodes

  • Django Davidson (Hosking Partners) - Agents Inside the Capital Cycle

    October 6, 2026 · 48 min

    Django Davidson is a fund manager at Hosking Partners. We discuss the nuances of capital cycle investing, the role of human behaviour in amplifying cycles, and Django’s thoughts on the unprecedented capital cycle we are currently living…

  • James Davolos (Horizon Kinetics) - Elegant Equities for Higher Inflation

    April 23, 2026 · 49 min

    James Davolos is a portfolio manager at Horizon Kinetics, a US-based asset manager with a distinctive and long-term investment approach.  We discuss James' evolution as an investor, how the investment and inflation backdrop is changing…

  • Alastair Unwin (Polar Capital) - Investing in an AI-first World

    October 15, 2025 · 51 min

    Alastair Unwin is a fund manager on Polar Capital’s Technology team.  We discuss Alastair’s career as a technology investor, AI’s exponential curve of improvement and potential as a general purpose technology, as well as the issues that…

  • Sebastian Lyon & Charlotte Yonge (Troy) - Evolve to Preserve

    July 28, 2025 · 42 min

    Sebastian Lyon and Charlotte Yonge co-manage Personal Assets Trust  and Troy’s Multi-Asset strategy.  We discuss the strategy’s evolution over the last 25 years, Troy’s equity-centric approach to multi-asset investing, and why creating a…

  • Seth Brennan (Lincoln Peak Capital) - Partnership, Autonomy, Alignment

    April 30, 2025 · 40 min

    Seth Brennan is co-founder of Lincoln Peak Capital, which owns minority stakes in several asset management companies, including Troy. We discuss Lincoln Peak's long-term partnership model and the importance of autonomy and a strong…

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  • Matthew McLennan (First Eagle) - Investing for Resilience

    January 21, 2025 · 46 min

    Matthew McLennan is co-head of First Eagle’s Global Value team and one of the portfolio managers of Global Value, a strategy that has delivered strong long-term compound returns.  We discuss the importance of humility and patience, why…

  • Gabrielle Boyle & George Viney (Troy) - Patient Improvement

    November 11, 2024 · 36 min

    Gabrielle Boyle and George Viney co-manage Troy’s Global Equity strategy.  We discuss why the market persistently underestimates the compounding power of rare and exceptional companies, the importance of recognising one’s biases and…

  • Dan Davidowitz (Polen Capital) - Compounding Made Simple

    May 10, 2024 · 47 min

    Dan Davidowitz is lead portfolio manager of Polen Capital’s Focus Growth strategy.  We discuss Dan’s evolution as an investor, Polen’s investment guardrails, and other factors that have helped the strategy deliver exceptional returns over…

  • Robbie Robertson (Personal Assets Trust) - Trust Matters

    March 22, 2024 · 42 min

    In this episode we speak to Robbie Robertson.  Robbie is on the Board of Personal Assets Trust and spent a nearly 40-year career in the investment trust industry.  We discuss the evolution of the investment trust industry, the advantages…

  • Jim Strang (HgCapital Trust) - Building an Experience Curve in Business Software

    February 9, 2024 · 42 min

    In this episode we speak to Jim Strang, Chairman of HGCapital Trust.  The Trust has an outstanding track record investing in business-to-business software companies.  We discuss the evolution in private markets over Jim’s career, the…

  • Stuart Widdowson (Odyssean Capital) - Concentrating on UK Smaller Companies

    November 10, 2023 · 48 min

    Stuart Widdowson founded Odyssean Capital, is co-manager of the Odyssean Investment Trust, and has a wealth of experience investing in UK-listed smaller companies.  We discuss the lessons Stuart has applied to public equity investing from…

  • Oddbjørn Dybvad (REQ Capital) - Acquisition-driven Compounders

    September 11, 2023 · 41 min

    In this episode we speak to Oddbjørn Dybvad, co-founder of REQ Capital, an Oslo-based investment firm.  Oddbjørn manages REQ’s Global Compounders and Nordic Compounders funds, which focus on acquisition-driven businesses.  We discuss the…

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About the show

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.