Funds and Trusts

 

We offer a range of pooled vehicles which are managed with the same underlying investment approach – a focus on investing in ‘exceptional’ companies for the very long term. 

Funds and Trusts

UK, Global, Japanese and North American Equity strategies

20-35 holdings

Low turnover

Investment Insights

The Triumph of Experience Over Hope

James Bullock

In 2014 Michael Lewis’s Flash Boys introduced the public to the frantic practice of high frequency trading. Orders, millions per second, executed at speeds to outpace or even front-run others. A frenetic world about as far away from Lindsell Train’s languid approach as possible.
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Muddy Waters

Madeline Wright

This piece is a companion to an earlier insight, “Scope 3 Under The Microscope”, in which I observed that our ESG work has highlighted a number of themes pertinent to a large proportion of our portfolio companies.
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Drinking Less, Drinking Better

Madeline Wright

What does it really mean to say that consumers are “drinking less, but drinking better”? It is an important observation for us, given we have a number of our investments in premium alcoholic beverage brand owners.
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All Insights