REG - Alliance Witan PLC - Alliance Witan Stock Picker Changes

Alliance WitanAnnouncement

Tue 09:00

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RNS Number : 3979B  Alliance Witan PLC  30 September 2025

Alliance Witan PLC ("the Company")

30 September 2025

 

Portfolio Update: Alliance Witan Stock Picker Changes

 

The Board of Alliance Witan PLC ("Alliance Witan") announces that its
investment manager, Willis Towers Watson PLC ("WTW"), has appointed two new
fund managers to pick stocks for its global equity portfolio. Brown Advisory
Limited ("Brown Advisory") and Artisan Partners Limited Partnership ("Artisan
Partners") have replaced Sustainable Growth Advisors LP ("SGA") and ARGA
Investment Management LP ("ARGA"). The total number of stock pickers in the
multi-manager line-up remains unchanged at eleven.

Brown Advisory is a private, independent company with $172 bn of assets under
management. It focuses on finding companies with high and sustainable returns
on invested capital that drive superior growth rates and profits for extended
periods. Mick Dillon and Bertie Thomson will select stocks for the Alliance
Witan portfolio.

Artisan Partners' strategy is led by Dan O'Keefe, a founding partner of the
value investing team. Dan's approach targets investments in high-quality
businesses that are undervalued and offer the potential for superior
risk-adjusted returns. The firm manages $178 bn of assets.

As with the other nine stock pickers, Brown Advisory and Artisan Partners will
manage concentrated bespoke mandates of up to 20 stocks for Alliance Witan.

Craig Baker, Chair of the Alliance Witan Investment Committee at WTW, said:

"We would like to thank SGA and ARGA for their contributions to the Alliance
Witan portfolio. Both managers remain highly respected firms, but we keep the
line-up under constant review and now have stronger conviction in the new
combination of managers to add significant value for Alliance Witan
shareholders.

"One of the benefits of the multi manager approach is its flexibility. We can
adapt the line-up of best-in-class managers in response to changing
circumstances without disrupting the whole portfolio. We believe the new
manager line up offers the best combined portfolio for the current
environment. Brown Advisory brings more high-quality companies to the
portfolio, while Artisan's bias to US stocks adds greater diversification in a
concentrated market dominated by very large growth stocks."

More information about Brown Advisory and Artisan Partners can be found on the
Alliance Witan website, including video interviews with the new stock pickers
https://www.alliancewitan.com/how-we-invest/meet-the-managers
(https://www.alliancewitan.com/how-we-invest/meet-the-managers) . A full list
of manager allocations will be published in the next factsheet.

END

About Alliance Witan

Alliance Witan aims to be a core investment that beats inflation over the long
term through a combination of capital growth and a rising dividend. The
Company invests in listed, global equities across a wide range of different
sectors and industries to achieve its objective. Our investment manager, WTW,
blends the top stock selections of some of the world's best active managers(1)
into a single diversified portfolio designed to outperform the market while
carefully managing risk and volatility. Alliance Witan is an AIC Dividend Hero
with 58 consecutive years of rising dividends.

https://www.alliancewitan.com

(1) As rated by WTW

For more information, please contact:

 

For more information, please contact:

 Mark Atkinson                            Ursula Delaney

 Senior Director                          Teamspirit PR

 Client Management, Wealth & Retail       Tel: 07799 06814

 Willis Towers Watson                     udelaney@teamspirit.co.cuk

 Tel: 07918 724303

 mark.Atkinson@wtwco.com

 

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