Witan Investment Trust
|Syncona Ord||2.44 %|
|Apax Global Alpha Ord||2.07 %|
|Vonovia SE||1.90 %|
|BP PLC||1.57 %|
|BlackRock World Mining Trust plc||1.57 %|
|Diageo PLC||1.25 %|
|Delta Air Lines Inc||1.14 %|
|Unilever PLC||1.07 %|
|London Stock Exchange Group PLC||1.06 %|
|Lloyds Banking Group PLC||1.06 %|
|United Kingdom||35.70 %|
|United States||22.19 %|
|Asia - Emerging||8.83 %|
|Asia - Developed||5.86 %|
|Financial Services||16.54 %|
|Consumer Defensive||13.26 %|
|Consumer Cyclical||11.96 %|
|Basic materials||6.19 %|
Davies is a portfolio manager of Lansdowne, he joined the firm in 2001. Davies was formerly a director of Merrill Lynch Investment Management working on the US team covering technology stocks until 1993; he joined the UK specialist team in 1994.
Nick Train co-founded Lindsell Train Limited in 2000. He is the portfolio manager for UK equity portfolios and jointly manages Global portfolios. Before founding Lindsell Train he was head of Global Equities at M&G Investment Management, having joined there in 1998 as a director. Previously he spent 17 years (1981 – 1998) at GT Management which he left soon after its acquisition by Invesco. At his resignation he was a director of GT Management (London), Investment Director of GT Unit Managers and Chief Investment Officer for Pan-Europe. Nick has a BA honours degree in Modern History from Queen’s College, Oxford.
Derek manages the Artemis UK Special Situations Fund, which he launched in March 2000, and segregated accounts alongside Andy Gray. He trained in fund management at Ivory & Sime and was promoted in 1992 to run UK equity income portfolios. Derek co-founded Artemis in 1997.
Data provided by Morningstar.
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