The Edinburgh Investment Trust plc (EHITF) Shareholder/Analyst Call July 21, 2026 6:00 AM EDT
Company Participants
Elisabeth Stheeman
Patrick Edwardson
Aidan Lisser
Conference Call Participants
James Mowat
Imran Sattar – Liontrust Asset Management PLC
Emily Barnard – Liontrust Portfolio Management Limited
Tom Gilbey
Presentation
James Mowat
Ladies and gentlemen, good morning. A very warm welcome to you all. This is the Edinburgh Investment Trust Annual General Meeting addressing the company’s last financial year to the 31st of March 2026. We are delighted that so many of you have taken the trouble to join us here today. In a departure from the norm of beginning these meetings, we are going to start today with a short video.
[Presentation]
James Mowat
I hope you all enjoyed that, and we’re looking forward to building on those messages and explaining more about what’s going on in the portfolio and the company as the meeting rolls on.
My name is James Mowat and I’m Head of Investment Companies at Liontrust, the company responsible for the day-to-day management of Edinburgh Investment Trust’s assets. I will shortly hand over to Elisabeth Stheeman, Chair of Edinburgh Investment Trust, who is here along with the other four members of your Board. Elisabeth will open the meeting and chair proceedings.
Before I do that, I would like to tell you how the rest of the meeting will proceed. After opening the meeting, Elisabeth will make her own introductory comments and then take us through the day’s formal business, including the voting resolutions. We will then have an update on the performance of the company and the underlying investments that it holds on your behalf, some of which you saw a sneak preview of in that video. That update will come from your investment management team, Imran Sattar, Emily Barnard and Tom Gilbey. They are looking forward to giving you an insight into