RCS - Lindsell Train Inv. - Annual Overview from QuotedData

Lindsell Train Investment TrustAnnouncement

07/05/2026 12:15

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RNS Number : 4533D  Lindsell Train Investment Trust PLC  07 May 2026

 

Lindsell Train Investment Trust - Annual Overview from QuotedData

7 May 2026

"Market mispricing AI risk"

During global market uncertainty, Lindsell Train Investment Trust (LTI) and
its manager, Lindsell Train Limited (LTL), have generally performed well as
investors look for stable cash flows. Some holdings, especially in consumer
staples, have been defensive during recent periods of market volatility
(https://quoteddata.com/glossary/volatility/) linked to the Iran war. However,
concerns about the impact of artificial intelligence (AI) on software and data
businesses have negatively affected both LTI and LTL.

This has been most noticeable with portfolio company RELX. LTL believes the
market has got its assessment of RELX wrong, arguing that in sectors like
legal and financial, high regulatory barriers and the cost of errors make
their datasets essential for AI tools to work successfully. Reflecting this,
LTI took advantage of market weakness to start building a position in US
credit (https://quoteddata.com/glossary/credit/) scoring firm FICO in
February, which was already held within LTL's Global strategy.

Although LTL's funds under management (FUM) have continued to decline, it has
launched a new $200m international equities strategy, funded by its large cash
reserves and a long-term client.

Full Research:

https://quoteddata.com/research/lindsell-train-investment-trust-market-mispricing-ai-risk-qd/
(https://quoteddata.com/research/lindsell-train-investment-trust-market-mispricing-ai-risk-qd/)

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NB: Marten & Co was paid to produce this note Lindsell Train Investment
Trust Plc, and it is for information purposes only. It is not intended to
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report. Please read the important information at the back of this note.
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