Company: Witan Investment Trust plc
Date: 27 June 2023
Presenter: James Hart (Investment Director)
Company Information: Listed on the London Stock Exchange, Witan Investment Trust plc is an independent investment company which invests in global equity markets using a distinctive, multi-manager approach. Its objective is to deliver an investment total return that exceeds the Company’s benchmark over the long term, along with dividend growth. Witan’s portfolio consists of two primary components: core (75%) and specialist (25%). The investment team searches for the best fund managers around the world to create a portfolio which is diversified by region, investment sector and individual company level, providing broad opportunities for investors. In many cases, these managers are either not available to individual UK investors, or only available on less competitive terms. Past performance is not a guide to future performance. Witan Investment Trust is an equity investment. The value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuations and you may not get back the amount originally invested.
James Hart, Investment Director
James Hart was appointed as Investment Director of Witan Investment Trust plc in April 2015. Previously he worked at Cayenne Asset Management Ltd as a Portfolio Manager specialising in listed investment companies and as an emerging market specialist and Head of Funds at Bank Julius Bar (London) Ltd. Prior to investment management, he worked in institutional sales and as a Research Analyst at a boutique stockbroker.
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