Edinburgh Investment Trust

London Shareholder Event 2025

Registration is now closed.

Thank you for your interest in attending the Edinburgh investment Trust London Shareholder Event. Registration for the event is now closed. If you would like to register for the waitlist, please contact us on marketing@edinburghinvestmenttrust.com or 0203 908 8758 and we will be in touch if space becomes available.

Our Retail Shareholder Event will take place on Wednesday 8 October 2025 at the Royal Society of Arts, 8 John Adam Street, London WC2N 6EZ. Attendees are welcome to arrive from 10:00am for refreshments, with the event beginning promptly at 11:00am.

The event will give you the opportunity to hear directly from your Portfolio Managers, Imran Sattar and Emily Barnard, and to meet the Board of Directors and colleagues from the Company. The presentation will include an update on performance, portfolio positioning and the outlook for UK and global equities, as well as time for questions from shareholders.

Rear facade of the Royal Society of Arts Building as seen from the Strand London
Edinburgh Investment Trust Investor Presentation 2024 Imran Sattar

Schedule

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

  • 11:00am – Welcome and introduction
    • Chairman’s welcome and introductions 

    • Portfolio Managers' update on performance
    • Portfolio positioning and strategy outlook
    • Commentary on UK and global equity markets

    • Shareholder Q&A - Open session for questions to the Board and Managers 

  • 13:00pm – Close of meeting
    • Light lunch and informal discussions with management to conclude by 2pm.

     

Please note: timings are approximate and subject to change.
 

Meet the speakers

Elizabeth Stheeman
Elisabeth StheemanChair
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, and an External Member of the Audit and Risk Committee of The Asian Infrastructure Investment Bank. She is also a member of Council of the London School of Economics and a member of Council of the German British Chamber of Industry and Commerce. Previously, she was a senior advisor to the Bank of England's Prudential Regulation Authority and a member of the Supervisory Board of Aareal Bank AG.
Imran SattarPortfolio 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 BarnardDeputy 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.
James Mowat
James MowatHead of Investment Companies
James Mowat is Head of Investment Companies at Liontrust and is responsible for the overall relationship with the Board of Edinburgh Investment Trust. James has 30 years of investment experience, having had portfolio management and client facing roles at Cazenove (1995-2002) and Baillie Gifford (2002-2016). He has deep knowledge of the investment trust sector and has managed the relationship with the Edinburgh board since appointment in 2019.