Report

Initiation: Catching them young

Following the broadening of its investment policy in February 2014, Edinburgh Worldwide Investment Trust (EWI) differentiates itself through its globally unconstrained approach focusing on immature companies at the time of initial investment. The managers seek to identify companies with unique businesses at an early stage in their development that have sustainable competitive advantage. Typically these are smaller companies innovating through disrupting market incumbents or creating entirely new markets. Near-term valuation measures are considered less relevant in stock selection than growth potential and the focus is on a company’s prospects over at least three to five years.
Underlying
Edinburgh Worldwide Investment Trust PLC

Edinburgh Worldwide Investment Trust is an investment company and carries on business as an investment trust. Co. invests primarily in listed companies throughout the world. Co. is an alternative investment fund for the purposes of the EU Alternative Investment Fund Managers Directive. As of Oct. 31, 2017, Co.'s investments were valued at £383.8 million.

Provider
Edison Investment Research
Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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