Each week, a professional investor tells MoneyWeek where she’d put her money now. This week: Gabrielle Boyle, manager of Trojan Capital Fund, Troy Asset Management.
In a world where cheap money has inflated and distorted asset prices, knowing where to invest to preserve and build capital for the long term is a serious challenge. Our approach is to tread cautiously and invest in companies with high returns on capital sustained by durable competitive advantages, strong balance sheets and run by sensible managers.
To paraphrase the great investor Sir John Templeton, there is no better way to prosper than to keep [...]
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