Edinburgh Investment Trust
Five-year Anniversary
31 March 2025 marked the five-year anniversary of the Liontrust Global Fundamental team starting to manage Edinburgh Investment Trust. To celebrate the successful progress of the Company during an eventful period that has been turbulent at times, we have produced an anniversary document. This document features articles by the Chair, Elisabeth Stheeman, and portfolio managers, Imran Sattar and Emily Barnard, covering:
- *The strong performance of the Company and what has driven the returns over the past five years
- A Q&A with each of the portfolio managers
- A year-by-year review of the past five years in the words of Imran and Emily
- Analyst Tom Gilbey examines one way in which the investment process seeks to identify valuation anomalies
- The flexible investment process
- The outlook for the Company
Why invest with us?
- Our goal is to generate an attractive total return – combining capital growth and dividends – over the long term through a flexible investment process that is thoughtful and responsible.
- We invest in growth and value companies as well as those able to recover through management change, business transformation and an improving business environment.
- This multi-style and flexible process is designed to reduce the volatility of returns through the economic and market cycle.
