Lindsell Train
Lindsell Train UK Equity Fund
UK
Dec 2024 → Sep 2025
Our archive holds 6 letters from this strategy, behind 4 investment theses and positions in 4 companies. Every quote below is copied verbatim from the letter it came from.
6 letters in 2 years — follow all of Lindsell Train for every strategy.
Its investment theses
- DiageoSep 2025Diageo is a leading spirits company facing mixed consumer trends, but its strong premium brand portfolio and growing market opportunities position it well for future growth.
- SchrodersMar 2025Schroders is considered highly undervalued with a strong future potential, despite recent disappointing net outflows, but it has plans for cost savings aimed at boosting profits and growth.
- ClarksonDec 2024Clarkson’s dominance in shipbroking, resilient revenue model, and growing data services position it as a compelling long-term investment
- IntertekDec 2024Intertek is a leading global testing and assurance company poised to benefit from increasing regulatory demands and the green transition, supported by high barriers to entry and a growing focus on quality assurance.