Can you explain how Lindsell Train Investment Trust (LTI) can trade at a premium of 75% above net asset value (quoted on interactive investor’s website in mid-April)? Does this effectively mean investors believe the fundamental investments this trust has already made will be worth 75% more, within a reasonable timescale? Why would, or should, anyone pay such a premium?
The financials sector is a significant position across the portfolios under my management. This diverse sector comprises a range of sub-sectors, including banks, asset managers, alternative lenders, insurance companies and real estate investment trusts.
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