Edinburgh Investment Trust PLC’s Post

Name: #investmentstrategy #portfolioinsights | Edinburgh Investment Trust PLC
Uploaded: 2024-11-12T17:51:17.533Z
Duration: 3 min
Channel: Edinburgh Investment Trust PLC

Edinburgh Investment Trust PLC

1,409 followers

3mo Edited

🔹Our portfolio strategy: economic and thematic insights🔹 How do themes like self-help, data analytics and decarbonisation shape our investment decisions? In this fourth video of our exclusive series, Portfolio Manager Imran Sattar discusses these themes and the stocks they hold within them, such as Auto Trader UK, Rightmove, and Verisk. Imran also discusses how they diversify the portfolio economically. Watch the full video to learn more about the themes driving our portfolio strategy: https://bit.ly/4fqhGiQ Capital at risk. This should not be construed as investment advice. #InvestmentStrategy #PortfolioInsights

Transcript

A deep dive into the portfolio. We have two lenses with which we look at the portfolio, an economic one and a thematic 1. So here is our thematic lens. So these are the key themes running through your portfolio. And we'll talk about a few of them. We've flagged last year that data and analytics would likely play a larger role in the portfolio. And you can see it's now 15% of the trusts holdings. We're finding great opportunities in businesses where they have attractive datasets and increasingly analytics and AI overlays that makes that data even more valuable. So that's the likes of Autotrader and Right Move Relics I mentioned. Verisk, the US listed insurance data business, all great examples of structurally advantaged businesses with high margins, high returns and an economic Moat. Let's move to the left in dark orange Darwinism. This had been a longstanding theme in the portfolio. The strong are absolutely getting stronger. I mentioned Compass, there's an example of a business that contract catering business that has. Increased market share and has come out post in a post COVID world, a much stronger business. Dunelm. We spent quite a lot of time talking about the homewares and furniture retailer at this event last year. It's a wonderful business has been taking market share every year in the last decade and we believe that it is well set to continue to do so. Self help in dark blue, right on the left hand side there now I've talked about wanting to own structurally. Attractive businesses that are delivering returns, margins and with a powerful economic mode. But we're also fond of self help stories and rental is a good example of that. It's a market leader in the global pest control market, has a good long term track record, but execution in the last two years has been particularly poor. But we think that's an opportunity now not all self help stories improve in a straight line it will take. Time for rental to improve, but we're very confident that this business would be on an improving trend over the next two or three years. And indeed there are activist shareholders on the register which will help with that.

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Edinburgh Investment Trust PLC’s Post

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