Far From The Finishing Post

Troy Asset Management

English Business Investing

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Episodes 34

Avg. Duration 43m

Activity Highly Active

Since Mar 2021

Latest Episode Apr 2026

Publishing Details

Schedule

Every 2 Months

Format

Episodic

Hosting

rss.buzzsprout.com

About This Podcast

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.

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Recent Episodes

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

Apr 23, 2026 48m

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…

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

Oct 15, 2025 50m

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…

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

Jul 28, 2025 42m

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…

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

Apr 30, 2025 40m

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…

Matthew McLennan (First Eagle) - Investing for Resilience

Jan 21, 2025 46m

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…

Gabrielle Boyle & George Viney (Troy) - Patient Improvement

Nov 11, 2024 36m

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…

Dan Davidowitz (Polen Capital) - Compounding Made Simple

May 10, 2024 47m

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…

Robbie Robertson (Personal Assets Trust) - Trust Matters

Mar 22, 2024 41m

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…

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

Feb 09, 2024 41m

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…

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

Nov 10, 2023 47m

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…

Oddbjørn Dybvad (REQ Capital) - Acquisition-driven Compounders

Sep 11, 2023 40m

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…

Kiril Sokoloff (13D Research) - An Insidious Environment

Jul 21, 2023 43m

Kiril Sokoloff founded 13D Research in 1983 and is a leading global investment strategist who has presciently called a number of major paradigm shifts over the last 40 years. We discuss Kiril’s…

Prashant Khemka (White Oak) - A High-Performance Culture in Indian Equities

Jun 02, 2023 39m

Prashant Khemka has a strong track record managing capital in India and global emerging markets. He established Goldman Sachs Asset Management’s India franchise in 2006, was lead portfolio manager of…

Paul Major (Bellevue) - Innovations To Fix a Broken System

Apr 18, 2023 46m

Paul Major co-manages the Bellevue Healthcare Trust and has a wealth of experience of the healthcare industry. We discuss how healthcare has evolved, why existing healthcare systems are…

Blake Hutchins (Troy) - The Sweet Spot for UK Equity Income

Mar 24, 2023 31m

Blake Hutchins manages the Trojan Income Fund and is co-manager of the Troy Income & Growth Trust. We discuss the changing investment environment, why it could be good for high-quality,…

Swetha Ramachandran (GAM) - Luxury's Broadening Appeal

Feb 10, 2023 44m

Swetha Ramachandran manages GAM's luxury brand strategy and knows the luxury industry inside out. We discuss Swetha's definition of luxury, the pre-eminence of European brands, the rise of China and…

Ben Rogoff (Polar Capital) - The Importance Of Not Missing Out

Dec 20, 2022 45m

Ben Rogoff is co-head of Polar Capital's Global Technology team. Having joined the industry just before the technology bubble of the late 1990's and early 2000's, Ben has a wealth of experience…

Gerard Minack (Minack Advisors) - The End of Secular Stagnation

Nov 15, 2022 41m

Gerard Minack has a wealth of experience as a macro strategist and founded Minack Advisors in 2013. Gerard has been particularly prescient over the last 18 months, highlighting the probability of…

Andrew Brenton (Turtle Creek) - A Different Kind Of Value Investing

Sep 02, 2022 40m

Andrew Brenton co-founded Turtle Creek, a Toronto-based asset manager, in the late 1990s. Since its inception, Turtle Creek has delivered outstanding returns by investing in mid-sized companies in…

Richard de Lisle (De Lisle Partners) - The Greatest Game

Aug 01, 2022 34m

Richard de Lisle, founder of De Lisle Partners, has significantly outperformed US equity markets over the last 27 years by investing in US small-cap value stocks. We discuss what value investing…

Frequently Asked Questions

How many episodes does Far From The Finishing Post have?

Far From The Finishing Post has published 34 episodes since March 2021, covering topics in Business, Investing.

Is Far From The Finishing Post still active?

Far From The Finishing Post is currently highly active with new episodes every 2 months. Average episode length is 43m.