Description

Witan Investment Trust plc functions as a closed-end investment fund dedicated to equity investments. Its primary management is provided by Witan Investment Services Limited, complemented by a substantial group of co-managers, including Artemis, Lindsell Train, Heronbridge, MFS International (UK), Veritas Asset Management, Lansdowne Partners (UK), Marathon Asset Management, Matthews International Capital Management, Trilogy Global Advisors, Pzena Investment Management, Tweedy, Browne Company, and GQG Partners. This Trust strategically allocates capital to publicly traded equities across diverse global markets, aiming for diversification across various sectors. Its investment approach prioritizes dividend-yielding, growth-oriented, and value stocks. Portfolio construction is built upon thorough fundamental analysis combined with a bottom-up stock selection process. The fund measures its performance against a composite benchmark, which consists of 40% FTSE All-Share Index, 20% FTSE All-World North America Index, 20% FTSE All-World Europe (ex UK) Index, and 20% FTSE All-World Asia Pacific Index. Witan also utilizes its internal research capabilities to guide its investment decisions. Established in 1909, the company is domiciled in the United Kingdom.