Objective

To be the first choice for wealth creation through equity investment. Witan offers its shareholders a diverse investment in terms of Manager, geographical region, industrial sector and individual stock.

Philosophy

• Seek returns for our investors across global stockmarkets.
• Embrace new investment techniques when appropriate.
• Present ourselves to investors in a clear, no-nonsense way.

Method

• To maintain at least 80% exposure to equity markets.
• To offer an independent multi-manager approach, accessing the best available talent within the global marketplace.
• To use alternative asset classes and investment techniques to improve performance.
• To grow the dividend at least in line with inflation.
• To buy back shares to improve net asset value and reduce the discount.
• To be ready to use borrowing in attractive markets while retaining the ability to convert to cash when prospects are poor.
• To promote and seek demand for Witan shares.
• To exercise strict controls on costs and keep expenses competitive.