Edison Investment Research - Witan Investment Co. PLC (WTAN) Witan Investment Trust - Adding to its record of outperformance

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Edison Investment Research

Mel Jenner

Witan Investment Trust - Adding to its record of outperformance

Witan Investment Trust (WTAN) has employed an active multi-manager strategy since 2004, offering investors diverse exposure to global equities. In 2017, the trust delivered another year of outperformance versus its composite benchmark, which it has surpassed over the last one, three, five and 10 years. WTANâ€™s investment director, James Hart, believes that equities can continue to offer attractive returns for the patient investor, although he notes that stock market volatility is now higher than the benign levels experienced in 2017. In this environment, he believes that active stock picking, rather than blanket equity exposure, should produce better returns for investors. WTAN has a progressive dividend policy; its annual distribution has increased for the last 43 consecutive years.

21/05/2018 8 EN

Underlying

Witan Investment Co. PLC

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.

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GB0009744060 United Kingdom

Provider

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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Analysts

Mel Jenner

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Witan Investment Trust - Adding to its record of outperformance

Witan Investment Trust : 1 director

Witan Investment Trust - Diversified exposure to global equities

Witan Investment Trust - Buoyant revenue generation

OPAP - Winning strategy

Patria Private Equity Trust - High liquidity and solid long-term track record

MoneyHero - Emphasis on driving margin

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