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Kandungan disediakan oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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#28 The Continuous Learner

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Manage episode 384060648 series 2973097
Kandungan disediakan oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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 episod

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#28 The Continuous Learner

Behind the Balance Sheet

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Manage episode 384060648 series 2973097
Kandungan disediakan oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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 episod

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