Full Year 2023 Witan Investment Trust PLC Pre-Recorded Earnings Presentation Transcript

Mar 18, 2024 / 09:00AM GMT
Presentation
Mar 18, 2024 / 09:00AM GMT

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Corporate Participants
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* Andrew Bell
Witan Investment Trust plc - CEO

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Unidentified_1

To discuss Witan's Annual Results for 2023. I'm joined now by CEO, Andrew Baum, Andrew 2023 was a pretty volatile year for equities, but positive ultimately, kind of Witan perform.

Andrew Bell - Witan Investment Trust plc - CEO

Yeah. It was much more positive than the bearish consensus at the start of the year. I guess I gave us two out of three. We were we ended the year a couple of percent behind our benchmark, but we delivered a total return an NAV terms of 12.8%, which more than reversed the bear market for the previous year, and we were well ahead of inflation, which ended the year at four.

Unidentified_1

Which has a multi-manager strategy the core of the portfolio, around 75% is in six main street managers. What were the key drivers of performance across that core part of the portfolio? And

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