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Witan typically uses between 8 and 12 investment managers.

  • The blend of different active approaches and style aims to deliver added value for shareholders whilst smoothing out volatility normally associated with a single manager.
  • We seek managers with talented and accountable leadership, clear and simple processes, disciplined decision making and concentrated portfolios with a high active share.
  • We favour managers with a long-term outlook, generally low stock turnover and a focus on companies rather than macroeconomics.
  • The executive team invests up to 12.5% of Witan's assets in specialist funds and new managers with good potential and, with the Board, is responsible for the management of gearing.