Edison Investment Research - Witan Investment Co. PLC (WTAN) Witan Investment Trust - Long-term outperformance from multi-managers

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Edison Investment Research

Mel Jenner

Witan Investment Trust - Long-term outperformance from multi-managers

Witan Investment Trustâ€™s (WTAN) investment director James Hart suggests that equities are currently an attractive asset class for the patient and selective investor. He believes that selectivity is becoming more important given the elevated valuation levels of parts of the equity market. The director argues that this plays to the strengths of WTANâ€™s multi-manager investment approach, with experienced managers that are able to take advantage of the evolving investment environment. Although relative performance was weaker than average in 2018, the trust has outperformed its composite benchmark over the last three, five and 10 years, while generating NAV and share price total returns between 11.0% and 15.0% pa over the last three, five and 10 years.

04/07/2019 10 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 - Long-term outperformance from multi-managers

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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