Investment Firms/Lindsell Train Ltd

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Lindsell Train operates as an alternative investment manager, specialising in UK, Japanese and global equity mandates for institutional clients.ref The company offers portfolio management and financial advisory services to investment companies, investment trusts, insurance companies, multi-manager funds, segregated corporate pensions, charitable institutions, foundations, and endowments in the UK.

Lindsell Train acts as investment manager for the Lindsell Train Investment Trust plc, the first alternative investment fund established by the company in Nov.2000.
Lindsell Train is also portfolio manager for the Finsbury Growth & Income Trust plc, another alternative investment fund. The fund's manager Frostrow Capital LLP, together with the Trust, jointly appointed Lindsell Train as portfolio manager in Jan.2001.ref,

Lindsell Train was co-founded by Michael Lindsell and Nicholas Train in Mar.2000. The firm is majority-owned by its two co-founders (63.54%); staff own a further 3.2%; and the remaining 24.2% is held by Lindsell Train Investment Trust plc.ref, Nov.2019

Company Ownership

  • 24.23%: Lindsell Train Investment Trust plc
  • 31.77%: Michael James Lindsell,[1]
  • 31.77%: Nicholas John Train,[2]
  • 4.50%: Henrietta Lindsell
  • 4.50%: Elizabeth Train
  • 1.95%: Michael C Y Lim
  • 0.94%: Jane Sylvia Orr
  • 0.34%: James Bullock

Lindsell Train Investment Trust plc

Lindsell-Train-Investment-Trust.svg
Lindsell Train Investment Trust is a UK-based alternative investment fund, with its shares traded on the main market of the London Stock Exchange. The fund's investment objective is to maximise long-term total returns with a minimum objective to maintain the real purchasing power of Sterling capital.

The trust invests in a range of financial assets, including quoted and unquoted equities, funds and cash across the globe, with no limitations on the markets and sectors in which investment may be made. Its investment portfolio includes various sectors, such as consumer franchise/brands, financials, media, healthcare, bonds, funds and others. The company's investment portfolio across various geographical locations includes the UK, USA, Japan and Europe.

Shareholders

Total float: 55.0%
Source: MarketScreener.svg, Mar.2020