reports
- Matthew Read
Edinburgh Worldwide – Significant progress on “Reset for growth”
In November 2024, Edinburgh Worldwide (EWI) set out its “Reset for growth” plan, which included team changes, process changes, a more-focused portfolio, and a commitment to return up to £130m to shareholders in 2025 (see pages 4 and 5 for more details). Shareholders approved changes needed to implement the plan in December, and since this time the trust has made significant progress. A new enhanced portfolio construction framework has been put in place, which has seen the portfolio tilted mor...
Edison issues report on Edinburgh Worldwide Investment Trust (EWI)
Edison Investment Research Limited Edison issues report on Edinburgh Worldwide Investment Trust (EWI) 23-Jan-2025 / 16:02 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 23 January 2025 Edison issues report on Edinburgh Worldwide Investment Trust (EWI) Edison issues report on Edinburgh Worldwide Investment Trust (LSE: EWI). Edinburgh Worldwide Investment Trust (EWI) is under fire from activist US hedge fund Saba Capital. It is time for EWI’s shareholders to make their feelings known following Saba’s approach to seven UK investme...
- Matthew Read
Edinburgh Worldwide – “The opportunity is as exciting as ever”
As the rate of inflation continues its descent (barring a small bounce in the UK in December 2023) interest rates look likely to fall. Growth stocks have been recovering and Edinburgh Worldwide (EWI), the most growth-focused of the global smaller companies trusts (see pages 22 and 23) has seen a pickup in its relative performance. Its managers comment that, within the portfolio, valuations are relatively low, and history suggests that we could be at the beginning of what may turn out to be a si...
- Matthew Read
Edinburgh Worldwide – “The opportunity is as exciting as ever”
As the rate of inflation continues its descent (barring a small bounce in the UK in December 2023) interest rates look likely to fall. Growth stocks have been recovering and Edinburgh Worldwide (EWI), the most growth-focused of the global smaller companies trusts (see pages 22 and 23) has seen a pickup in its relative performance. Within the portfolio, valuations are relatively low, and history suggests that we are only at the beginning of what could be a significant period of outperformance
- James Carthew
- Matthew Read
Edinburgh Worldwide – The output of innovation is alive and well
As interest rates have risen in response to rising inflation, Edinburgh Worldwide (EWI) – with its focus on small cap global growth stocks – has given up a significant portion of its previous outperformance. The trust finds itself in a somewhat unusual position in that it has moved to a significant discount, about a 20% discount versus a five-year average of 2.5%. This comes at a time when global small cap stocks are trading at a modest discount to global equities, rather than their usual signif...
- James Carthew
- Matthew Read
Edinburgh Worldwide – The output of innovation is alive and well
At a time when interest rates have risen in response to rising inflation, Edinburgh Worldwide (EWI) – with its focus on small cap global growth stocks – has given up a significant portion of its previous outperformance. The trust finds itself in a somewhat unusual position in that it has moved to a significant discount, about a 20% discount versus a five-year average of 2.5%. This comes at a time when global small cap stocks are trading at a modest discount to global equities, rather than their ...
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