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Contenido proporcionado por Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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#28 The Continuous Learner

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Contenido proporcionado por Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Sebastian Lyon is a conservative investor who manages two highly successful multi asset funds. His motto is simple over complex and he is intent on protecting the downside. In this interview, we discuss his views on markets (spoiler: not super bullish); how he built Troy into a significant asset management business from scratch; how he has managed his fund to deliver only 3 down years in 20 and create outstanding performance as a consequence; what he looks for in stocks; why he invests only in quality companies; and why he owns gold.

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52 episodios

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#28 The Continuous Learner

Behind the Balance Sheet

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Manage episode 384060648 series 2973097
Contenido proporcionado por Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Sebastian Lyon is a conservative investor who manages two highly successful multi asset funds. His motto is simple over complex and he is intent on protecting the downside. In this interview, we discuss his views on markets (spoiler: not super bullish); how he built Troy into a significant asset management business from scratch; how he has managed his fund to deliver only 3 down years in 20 and create outstanding performance as a consequence; what he looks for in stocks; why he invests only in quality companies; and why he owns gold.

Show Notes

  continue reading

52 episodios

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