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Far From The Finishing Post

Troy Asset Management
Troy Asset Management
Value Investing
Succession Planning
Asset Management
Global Equity Strategy
Investment Strategies
Market Resilience
Lincoln Peak Capital
Visa
Google
Gold
Passive Investing
Private Equity
2008 Financial Crisis
Financial Markets
Investment Opportunities
Capital Preservation
Technology Boom and Bust
Financial Crisis
Multi-Asset Strategy

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... more

PublishesInfrequentlyEpisodes33Founded5 years ago
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Artwork for Far From The Finishing Post

Latest Episodes

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 investors sho... more

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 resilient po... more

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 alignment of inter... more

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 resilience is ... more

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Recent Guests

Seth Brennan
Co-founder of Lincoln Peak Capital
Lincoln Peak Capital
Episode: Seth Brennan (Lincoln Peak Capital) - Partnership, Autonomy, Alignment
Sebastian Lyon
Founder and CIO of Troy Asset Management
Troy Asset Management
Episode: Seth Brennan (Lincoln Peak Capital) - Partnership, Autonomy, Alignment
Matthew McLennan
Co-head of First Eagle's Global Value team and one of the portfolio managers of Global Value
First Eagle Investment Management
Episode: Matthew McLennan (First Eagle) - Investing for Resilience

Reviews

4.8 out of 5 stars from 59 ratings
  • Excellent

    I have listened to most of these podcasts and as a finance professional, I find them very engaging and illuminating and often cover areas and thought processes that “typical” financial market commentary ignore. The episode with Charlotte Yonge in particular was really good.

    Apple Podcasts
    5
    jraymond1234
    United Kingdom4 years ago
  • Fascinating chats

    I’m not a financial professional. I’m just a layman who is interested in investment ideas but also in how good decision-makers think. This show is great. It’s fascinating to hear so many successful people speaking so candidly about their mistakes as well as their successes.

    Apple Podcasts
    5
    Buzzball London
    United Kingdom4 years ago
  • Short and sweet!

    I’ve listened to all these so far and have found them very informative, especially those with managers/investors I’ve never heard of before. As an investor in Trojan and global income through our business, for our clients, we know the quality of Troy and this podcast is another example of their output.

    Apple Podcasts
    5
    Totheolddays
    United Kingdom4 years ago

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Sebastian Lyon & Charlotte Yonge (Troy) - Evolve to Preserve
Q: Can you talk about how your approach to investing in bonds has evolved over the 25 years?
Over the years, the fixed income landscape has shifted from one with acceptable nominal returns to a challenging environment with less attractive bonds. As yields have risen, they have adopted a strategy prioritizing inflation protection and reduced duration risk.
Sebastian Lyon & Charlotte Yonge (Troy) - Evolve to Preserve
Q: Why is avoiding complexity so important to you both?
Avoiding mistakes is the main reason to avoid complexity, as complex systems tend to be more prone to error and harder to fix. A straightforward system allows for clearer understanding and response in case of issues.
Gabrielle Boyle & George Viney (Troy) - Patient Improvement
Q: What piece of advice would you give yourselves if you were going back 10 and a half years?
Back your conviction, back your judgment, and be more confident in execution.
Gabrielle Boyle & George Viney (Troy) - Patient Improvement
Q: How do you balance recognition that some of these companies are going to underpin your long-term returns with maintaining a valuation discipline?
We focus a lot on the average characteristics of the portfolio and ensuring we are not paying too much for investments while keeping an eye on their financial productivity.
Seth Brennan (Lincoln Peak Capital) - Partnership, Autonomy, Alignment
Q: What piece of advice would you give a young Seth Brennan at the start of his career?
Be curious, take risks, and find quality mentors who will support your success.

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1. Merryn Talks Money
2. Money Maze Podcast
3. Investors' Chronicle
4. AJ Bell Money & Markets
5. On The Money

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Far From The Finishing Post launched 5 years ago and published 33 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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2. Sebastian Lyon
3. Matthew McLennan

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