RCS - Alliance Witan PLC - Update from QuotedData

Alliance WitanAnnouncement

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RNS Number : 4583W  Alliance Witan PLC  12 March 2026

 

Alliance Witan - Update from QuotedData

12 March 2026

Returns based more in reality than hope

Alliance Witan (ALW) has released its 2025 annual results, showing returns
below its benchmark (https://quoteddata.com/glossary/benchmark/) , the MSCI
All Countries World Index (https://quoteddata.com/glossary/index/) (MSCI
ACWI). This note looks at the reasons for this underperformance. ALW's
manager, Willis Towers Watson (WTW), says markets are now too focused on
short-term trends and momentum, with valuations rising for unprofitable
companies based on hope, rather than strong business fundamentals. In
contrast, ALW's companies generally have stronger results than the wider
market.

Since our last update, WTW has made two changes to the manager line-up,
replacing SGA with Brown Advisory and Artisan with ARGA. We outline the
reasons for these changes and the implications for ALW's portfolio
(https://quoteddata.com/glossary/portfolio/) .

Recent weeks have brought new challenges for markets. WTW believes ALW's
diversified (https://quoteddata.com/glossary/diversification/) portfolio and
focus on risk (https://quoteddata.com/glossary/risk/) management will help it
outperform when markets return to normal.

Full Research:

https://quoteddata.com/research/alliance-witan-returns-based-more-in-reality-than-hope-qd/
(https://quoteddata.com/research/alliance-witan-returns-based-more-in-reality-than-hope-qd/)

This research is also available free on our website www.quoteddata.com
(http://www.quoteddata.com) where you will also find news, performance data
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