WS Lindsell Train UK Equity Fund
Our archive holds 4 letters from WS Lindsell Train UK Equity Fund, behind 3 investment theses. Every quote below is copied verbatim from the letter it came from.
Theses · 3
- January 2026
Experian plc leverages a differentiated trove of regulated credit data and embedded software to drive above-market growth and sees AI as a tailwind, supported by a $1bn buyback.
Read the full thesis - January 2026
The Sage Group plc combines deep proprietary accounting data and domain expertise with growing AI-enabled products like CoPilot and Intacct, supporting double-digit growth, margin expansion, and long-term compounding.
Read the full thesis - January 2026
Intuit Inc. is a dominant accounting and tax software provider with trusted brands, data and AI advantages, and clear growth opportunities in assisted tax and the mid-market that support accelerating long-term revenue growth.
Read the full thesis
Letter archive · 4
Funds · 2
- WS Lindsell Train North American Equity Fund2
- WS Lindsell Train UK Equity Fund2
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