Edison Investment Research - Witan Investment Co. PLC (WTAN) Witan Investment Trust - Diversified exposure to global equities

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Edison Investment Research

Pedro Fonseca

Witan Investment Trust - Diversified exposure to global equities

Witan Investment Trust (WTAN) can be considered as a â€˜one-stop shopâ€™ for investment in global equities. Since 2004, it has employed a multi-manager strategy; there are currently 10 third-party managers, while around 10% of the trust is invested directly in specialist funds. WTAN outperformed its composite benchmark in FY19 and has now increased its annual dividend in each of the last 45 consecutive years. While global stock markets are currently under significant pressure due to the coronavirus outbreak, WTANâ€™s CEO and investment director are â€˜optimisticâ€™ on the prospects for equities with a medium to long-term view, while acknowledging short-term challenges. They believe that given the announced fiscal and monetary stimuli across the globe, the economic recovery, when it happens, could be quite dramatic.

16/04/2020 11 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

Pedro Fonseca

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Witan Investment Trust - Diversified exposure to global equities

Witan Investment Trust : 1 director

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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