Report

Odyssean Investment Trust - Focused approach to UK small-cap investing

Odyssean Investment Trust (OIT) began dealing on the London Stock Exchange today, having raised £87.5m in an initial placing and offer for subscription. Its lead portfolio manager, Stuart Widdowson, previously managed the award-winning investment trust, Strategic Equity Capital, between 2009 and 2017. OIT aims to provide shareholders with attractive long-term capital growth by investing primarily in UK-listed smaller companies, typically too small for inclusion in the FTSE 250 Index. It seeks companies that are trading below intrinsic value in which to own an influencing stake, to enable engagement with all stakeholders to improve value. A closed-ended structure allows the manager to invest with a long-term investment horizon in an asset class where shares can be illiquid. Shareholders are able to realise their investment at NAV (less costs) every seven years.
Underlying
Odyssean Investment Trust

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.

.

Analysts
Helena Coles

Other Reports on these Companies
Other Reports from Edison Investment Research

ResearchPool Subscriptions

Get the most out of your insights

Get in touch