RCS - Lindsell Train Inv. - Update from QuotedData

Lindsell Train Investment TrustAnnouncement

25/09/2025 10:00

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RNS Number : 8245A  Lindsell Train Investment Trust PLC  25 September 2025

Lindsell Train Investment Trust - Update from QuotedData

25(th) September 2025

Durability in times of volatility

Market volatility at the start of 2025 - brought about by tariff uncertainty
and the release of the Chinese artificial intelligence (AI) model DeepSeek -
provided an interesting snapshot into the potential performance of the
companies that Lindsell Train Investment Trust (LTI) and its manager, Lindsell
Train Limited (LTL), invest in during times of market stress. The durability
and resilient cash flows, which are hallmarks of LTL investments, proved
popular with investors, with many holdings recording large share price gains
in the first few months of the year - counter to the wider market.

Others did not do quite as well, but if markets were to undergo a sustained
period of volatility - with both the macroeconomic data and geopolitical
situation looking increasingly precarious - then sentiment towards stocks with
deep moats (https://quoteddata.com/glossary/economic-moats/) and predictable
earnings growth would likely improve. As tension in markets heighten, LTI may
look cheap on a 20.2% discount
(https://quoteddata.com/glossary/discount-to-nav/) to net asset value (NAV).

Full Research:

https://quoteddata.com/research/lindsell-train-investment-trust-durability-in-times-of-volatility-qd/
(https://quoteddata.com/research/lindsell-train-investment-trust-durability-in-times-of-volatility-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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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
encourage the reader to deal in the security or securities mentioned in this
report. Please read the important information at the back of this note.
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