Witan Investment Trust - A ‘one-stop global equities shop’ returning to form
Witan Investment Trust (WTAN) employs a multi-manager approach to invest in global equities, including varied and interesting strategies that may normally be unavailable to individual investors. WTAN’s recently released results for the year ended December 2022 do not tell the whole story regarding the trust’s current performance, however, as they mask an improvement in relative returns following a difficult first quarter. This improvement gathered momentum in the second half of 2022 and accelerated in the first two months of this year. In the six months to end February 2023, the trust returned 3.7% in NAV terms and 4.8% on a share price basis, outpacing the benchmark return of 0.9% considerably. While it is early days still, this suggests the portfolio’s positioning in anticipation of improved economic and market conditions is beginning to pay off and should continue to reward investors as economic activity picks up over 2023 and beyond.Witan Investment Trust is an investment trust company. Co. provides managed exposure to global markets (principally equities) using a multi-manager approach. The portfolio is diversifi ed by geographical region, industrial sector and at the individual stock level. Co. is managed by the executive team of its subsidiary Witan Investment Services Limited (WIS), as Alternative Investment Fund Manager. WIS provides marketing services and investment products to Co. and executive management and marketing services to third party investment trust clients.
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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