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Trojan Fund from Troy Asset Management's investment thesis on ALC.SW ($ALC.SW) — Q2 2026 | Buyside Digest

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$ALC.SWNASDAQALC.SW

BULL

Trojan Fund from Troy Asset Management—ALC.SW

Fund Letter

Q2 2026

Published July 10, 2026

View Fund Profile

$57.30USD

+0.0% vs last month

$56.70Pitched

+1.1% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Troy Global Equity Strategy has experienced a disappointing first half of 2026, with the portfolio markedly down while markets rose, driven by semiconductor and tech hardware gains the manager deliberately avoided. The Strategy invests...

— Sebastian Lyon, Charlotte Yonge

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