Lindsell Train Investment Trust PLC Equity Research & Stock Reports

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24 Oct 23

Lindsell Train

LTI is trading at a historically wide discount…

Companies: Lindsell Train Investment Trust PLC

Kepler | Trust Intelligence

19 Mar 21

Lindsell Train - Overview

Lindsell Train Investment Trust (LTI) is run by Nick Train, co-founder of the eminent UK asset manager Lindsell Train Limited, and the trust invests in global equities. Like many of Lindsell Train Limited’s strategies, LTI is characterised by its heavily concentrated portfolio of quality growth equities, with a mere 15 holdings currently. The majority of LTI’s portfolio can be split into two categories: technology and consumer franchises (with a smaller allocation to financials). However, the de

Companies: Lindsell Train Investment Trust PLC

Kepler | Trust Intelligence

19 Mar 21

Lindsell Train - Overview

Companies: Lindsell Train Investment Trust PLC

Kepler | Trust Intelligence

02 Sep 20

Eating their cooking

This year’s turn of events has divided businesses like never before. For some companies COVID-19 has been a life-threatening situation. But for others it has cemented their position in their industry, and brought forward several year’s of anticipated growth. The investment management industry is one of the few industries which has seen relatively little impact – good or bad. Indeed most financial services businesses were well set up for staff to work remotely, with little change to the efficienc

Companies: MAJE LTI TFG

Kepler | Trust Intelligence

06 Nov 19

Lindsell Train Update - Overview

Lindsell Train (LTI) offers investors a highly concentrated portfolio, with just 15 holdings comprised predominantly of UK companies. The trust has been one of the strongest performers in the investment trust universe for many years. No peers in the Global sector can compare in terms of long-term performance, as we discuss in more detail here. The trust's outperformance does not come without a price, as the trust trades on a substantial premium of more than 40%. For more detail on the trust's

Companies: Lindsell Train Investment Trust PLC

Kepler | Trust Intelligence

16 Oct 19

Third Quarter of 2019

There was palpable shift in sentiment over the third quarter with the cautionary undertone perhaps best reflected by gold’s resurgence. Ongoing trade jockeying between the US and China did not help the mood and neither did the Argentine debt default in August. At the real economy level, manufacturing output has been trending lower across some of the major global economies.

Companies: UTL BIOG FJV MTE IBT BRLA MAVT LTI JEMA API SEC IGC EGL CSH SOHO THRL INOV VSL MHN GPM TPOU ACIC RSE SONG MPO CHRY JLEN VNH PSH SEQI MVI JADE LIV

QuotedData

17 Jul 19

Ready for action

In our recent research, Measure for Measure, we discussed the importance of a manager’s activeness and the difficulties involved in gauging it. As we have highlighted before, the chance of generating alpha generally rises with how active a manager is, and the UK closed-ended universe has become significantly more active in response to the challenge of cheap passive products. In that article we took a look at a range of measures for assessing the ‘activeness’ of a manager and their strengths and

Companies: EOT IIT JMF DIG SCF LTI SMT FSV BGEU

Kepler | Trust Intelligence