Witan Investment Trust plc

Established in the United Kingdom in 1909, Witan Investment Trust plc (WTNTF) functions as a closed-ended equity investment company. While originally launched and primarily overseen by Witan Investment Services Limited, the trust employs a distinctive multi-manager strategy, entrusting distinct portions of its portfolio to a diverse group of acclaimed external asset managers. These include Artemis Investment Management LLP, Lindsell Train Limited, Heronbridge Investment Management LLP, MFS International (UK) Limited, Veritas Asset Management LLP, Lansdowne Partners (UK) LLP, Marathon Asset Management, LLP, Matthews International Capital Management, LLC, Trilogy Global Advisors, LLC, Pzena Investment Management LLC, Tweedy, Browne Company LLC, and GQG Partners, LLC. Its investment mandate extends to public equity markets worldwide, targeting companies that span a broad spectrum of diversified sectors. A core tenet of its approach is investing primarily in dividend-yielding companies exhibiting both growth potential and value characteristics. The portfolio is constructed through a rigorous bottom-up stock selection process, underpinned by fundamental analysis. Complementing its external managers, Witan Investment Trust also leverages in-house research capabilities to inform its overall investment strategy. To gauge its performance, the fund benchmarks itself against a tailored composite index comprising 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.