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Witan employs an active multi-manager approach, allocating funds for investment by selected managers with different styles and specialisations.

Artemis Investment Management LLP

Mandate: UK

Established in 1997, Artemis Investment Management Limited manages £27.8bn*. Derek Stuart and Andy Gray manage a UK Special Situations mandate for Witan, a contrarian strategy that aims to achieve superior long-term growth by looking for undervalued opportunities. This philosophy leads to a focus on stocks that are out of favour, have turnaround potential or are special situations. They identify companies where much of the return is driven by internal change.

*Information is as at 31 December 2017.

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Please remember past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuation and you may not get back the amount originally invested.

Lindsell Train Limited

Lindsell Train

Mandate: UK

Lindsell Train was established in 2000 by Michael Lindsell and Nick Train and focuses on managing UK, Global and Japanese equity mandates, based on their shared investment philosophy. The founders’ aim was to provide a working environment that would give them the best opportunity to achieve strong investment results for clients and this is reflected in the small and simple organisational structure. At 31 December 2017, assets under management totalled £13.1bn.

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Please remember past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuation and you may not get back the amount originally invested.

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Heronbridge Investment Management LLP

Heronbridge

Mandate: UK

Heronbridge is a long-only, value-biased equity investment management boutique. Founded in 2005, the firm remains small, focused, and independent, currently* managing £1.8bn for institutional and charity clients in the UK, the US and elsewhere. To maximise the alignment of interests, Heronbridge’s partners have capped the size of the investment programme and have a considerable proportion of their own assets co-invested alongside those of clients.

*Information is as at 31 December 2017.

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Lansdowne Partners (UK) LLP

Lansdowne

Mandate: Global

Lansdowne Partners manages over £15bn* across multiple equity investment strategies each with its own dedicated team of portfolio managers and analysts. Central to Lansdowne Partners’ investment philosophy is a rigorous process of fundamental bottom-up research. The Developed Markets Strategy is managed by Peter Davies and Jonathan Regis, who have worked together for over 20 years. The Developed Markets Long-Only Fund leverages the fundamental stock analysis of the team, investing in +$10bn market cap companies in developed markets.

*Information is as at 31 December 2017.

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Pzena Investment Management LLC

Pzena

Mandate: Global

Pzena is a New York-based asset manager with a strict focus on long-term, classic value investing. Pzena began managing assets in 1996 and, by the end of 2017, managed $38.5 billion for clients around the world. Today Pzena employs 105 people, including 26 on the investment team. Headquartered in New York, Pzena also has marketing and sales offices in Melbourne, Australia and in London, United Kingdom.

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Veritas Asset Management LLP

Veritas

Mandate: Global

Veritas is an affiliate of AMG Group, managing approximately £17bn of assets, with the key objective of delivering long-term real returns to its clients. Veritas aligns its interests with clients’ objectives and is committed to partnership. Veritas manages both segregated portfolios and funds, with either long-only or long-short real return mandates. Their clients are largely institutions, charities and trusts. The strategy in which the Witan Investment Trust is invested is currently closed to new investors.

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Crux Asset Management Limited

Crux

Mandate: Europe ex-UK

CRUX Asset Management is a specialist active asset management house specialising in European equities. The investment approach is defined by an unwavering bottom-up philosophy which aims to deliver superior returns over the long-term by identifying and investing in the best stock ideas within its universe. Independent and privately-owned, the interests of the business are closely aligned with those of its clients as all members of the team invest significant amounts of their own assets in their funds.

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Please remember past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuation and you may not get back the amount originally invested.

S.W Mitchell Capital LLP

S.W Mitchell

Mandate: Europe ex-UK

S. W. Mitchell Capital is a specialist investment management boutique focused exclusively on European equities. Founded in 2005, the firm is based in London and manages $2.2 billion in assets on behalf of global institutional clients. Stuart Mitchell’s bottom up investment philosophy is designed to uncover unrecognised value, with a process centred on company meetings. Portfolios are unconstrained and concentrated, including only the investment team’s highest conviction ideas.

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Please remember past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuation and you may not get back the amount originally invested.

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Matthews International Capital Management, LLC

Matthews Asia

Mandate: Asia Pacific

Based in San Francisco, Matthews Asia is an independent, privately owned firm, and the largest dedicated Asia investment specialist in the United States. We believe in the long-term growth of Asia and employ a bottom-up fundamental investment philosophy with a focus on long-term investment performance. As of 31st December 2017, Matthews Asia had US$33.9 billion in assets under management.

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GQG Partners LLC

GQG Partners

Mandate: Emerging markets

GQG Partners is a majority employee owned boutique investment management firm focused on global and emerging markets equities. Our Fort Lauderdale, FL-based investment team is led by Rajiv Jain, who brings over 24 years of equity investment experience. GQG’s portfolios are long-only, high conviction and benchmark-agnostic, with an investment process focused on high-quality companies with sustainable long-term growth prospects that are available at a reasonable price.

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