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The value of units and the income generated from them can fall as well as rise and are not guaranteed and investors may not get back the amount originally subscribed.

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Menu Edinburgh Investment Trust

Annual General Meeting 2025

An Invitation to Shareholders

We are pleased to invite you to the Annual General Meeting of the Edinburgh Investment Trust plc, taking place on Tuesday, 22 July 2025, at The Balmoral Hotel, 1 Princes Street, Edinburgh.

This meeting offers shareholders a valuable opportunity to hear directly from the Board of Directors and Portfolio Managers, who will provide an update on the Company’s performance, portfolio strategy, and market outlook. The formal proceedings will be followed by a Q&A session and informal discussion over lunch.

To confirm your attendance, please register in advance via the form below. As places are limited, early registration is advised. 

Schedule:

  • 10:30am – Arrival and registration
    • Tea and coffee available upon arrival

  • 11:00am – Formal AGM proceedings
    • Chairman’s welcome and introductions
    • Review of Annual Report and Accounts

  • 11:20am – Investment presentation
    • Portfolio Managers' update on performance
    • Portfolio positioning and strategy outlook
    • Commentary on UK and global equity markets

  • 12:15am – Shareholder Q&A
    • Open session for questions to the Board and Managers

  • 12:30pm – Close of meeting
    • Light lunch and informal discussions with management

Please note: timings are approximate and subject to change.


Registration

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Meet the speakers

Elizabeth Stheeman

Elisabeth Stheeman

Chair

Elisabeth Stheeman was appointed to the Board on 23 May 2019 and became Chair on 21 July 2022. She is an independent member of the board of US REIT W.P. Carey Inc, Deloitte LLP and M&G plc and an External Member of the Audit and Risk Committee of The Asian Infrastructure Investment Bank. She is also Vice President of the Council of the German British Chamber of Industry and Commerce. Previously, she was an External member of the Financial Policy Committee and Financial Market Infrastructure Board and a senior advisor to the Bank of England’s Prudential Regulation Authority. She was also a member of the Supervisory Board of Aareal Bank AG, Alstria AG and a member of the Council of the London School of Economics.

Imran Sattar

Portfolio Manager

Imran joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management, where he had managed funds for four years. Before joining Majedie in 2018, Imran was a Managing Director and Fund Manager at Blackrock, where he managed UK equity funds with combined UK equity assets of over £2 billion. Imran joined Mercury Asset Management in 1997 (subsequently acquired by Merrill Lynch, now Blackrock). He holds a Bachelor of Sciences degree in Mathematics & Economics from the University of Warwick and is a CFA Charterholder.

Emily Barnard

Deputy Portfolio Manager

Emily Barnard is a Fund Manager on the Global Fundamental team. Emily joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management where she was an Equity Analyst for six years. Prior to joining Majedie in 2016, Emily completed a two year rotational graduate programme at the Wellcome Trust, focusing on equity analysis. Emily holds a Master of Physics degree in Theoretical Physics from Durham University and is a CFA Charterholder.

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