Annual Overview from QuotedData

RNS Number : 5923V

Edinburgh Worldwide Inv Trust PLC

15 August 2025

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Edinburgh Worldwide- Annual Overview from QuotedData

13^th August 2025

Significant progress on "Reset for growth"

In November 2024, Edinburgh Worldwide (EWI) set out its "Reset for growth" plan, which included team changes, process changes, a more-focused portfolio, and a commitment to return up to £130m to shareholders in 2025 (see pages 5 and 6 for more details). Shareholders approved changes needed to implement the plan in December, and since this time the trust has made significant progress.

A new enhanced portfolio construction framework has been put in place, which has seen the portfolio tilted more towards cash-generative businesses (at least 50% of listed assets are supposed to be free cash flow positive), performance has improved recently, and EWI's discount to net asset value (NAV) has narrowed. Nonetheless, EWI's small-cap growth exposure remains significantly out of favour. The manager remains enthused about the prospects for the businesses in its portfolio. We believe that a change in sentiment towards small caps is overdue and markets will eventually reward the success of these companies.

Full Research:

https://quoteddata.com/research/edinburgh-worldwide-significant-progress-on-reset-for-growth-qd/

This research is also available free on our website www.quoteddata.com where you will also find news, performance data and factsheets on every London listed Investment Company. QuotedData writes and distributes research on a number of quoted companies, facilitates meetings between those companies and existing and potential investors and assists in raising additional capital where required.

NB: Marten & Co was paid to produce this note Edinburgh Worldwide 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. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the Financial Conduct Authority. Marten & Co is not permitted to provide investment advice to individual investors categorised as Retail Clients under the rules of the Financial Conduct Authority.

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