Lindsell Train
Lindsell Train, founded in 2000, is an investment management company specializing in UK, Global, Japanese, and North American equity portfolios, known for its long-term, concentrated, and low-turnover investment approach.
Company History
Lindsell Train was founded in 2000 and has grown to become an established investment management firm. The company is headquartered at 66 Buckingham Gate, London, SW1E 6AU, and is registered in England and Wales with Company No. 03941727. Lindsell Train is authorised and regulated by the Financial Conduct Authority (FRN:194229). Over the years, it has built a strong reputation for managing various equity portfolios, including UK, Global, Japanese, and North American equities.
Investment Services
Lindsell Train offers a range of pooled funds, such as open-ended funds focusing on UK Equity, Global Equity, Japanese Equity, and North American Equity. The company also manages the Lindsell Train Investment Trust plc, which is listed on the London Stock Exchange, and the Finsbury Growth & Income Trust PLC. Additionally, Lindsell Train provides management services on a segregated basis for larger mandates, charging competitive management fees to maintain low overall costs.
Investment Approach
Lindsell Train adopts a long-term investment approach, focusing on investing in exceptional companies. The firm's portfolios are highly concentrated with low turnover and rely on a bottom-up stock-picking methodology. This approach involves selecting stocks based on individual company merits rather than broader market trends, aiming to identify and invest in high-quality businesses that are expected to perform well over the long term.
Responsible Investing
Lindsell Train is committed to responsible investing, integrating Environmental, Social, and Governance (ESG) factors into their investment decisions. The firm is a signatory of the Japan Stewardship Code and supports the Net Zero Asset Managers Initiative (NZAM). They engage with companies on critical issues affecting long-term sustainable value, including corporate strategy, governance, environmental factors, and social factors. The company's proprietary database of risk factors helps centralize and codify views on sustainability.
Managed Trusts
Lindsell Train manages the Lindsell Train Investment Trust plc, which aims to maximize long-term total returns with a minimum objective to preserve the real purchasing power of Sterling capital. Additionally, the company manages the Finsbury Growth & Income Trust PLC, focusing on achieving capital and income growth while providing a total return that exceeds its benchmark, the FTSE All-Share Index. These trusts reflect the company's dedication to long-term investment and responsible management.