2025 LVIC: Sebastian Lyon of Troy Asset Management On Outperforms During Crashes Without Shorting

At the London Value Investor Conference 2025, Sebastian Lyon of Troy Asset Management spoke during the Fireside Chat and Audience Q&A, where he shared his long-term, defensive approach to multi-asset investing and reflected on how Troy positions itself during market crises and some specific names he likes.

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2025 London Value Investor Conference - Sebastian Lyon

Troy Chief Investment Officer responsible for Troy Multi Asset Strategy. Troy is a long-only asset manager established in 2001.