LINDSELL TRAIN LTD Overview
Lindsell Train Ltd is an investment advisor that manages 8 BN dollars in regulatory AUM and has 14 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/09 to 03/31/23. The fund's latest filing disclosed 6BN in positions, representing 71% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 03/31/23. The fund's latest filing disclosed 6BN in positions, representing 71% of the manager's regulatory AUM.
LINDSELL TRAIN LTD StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LINDSELL TRAIN LTD Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MDLZ | 23.74% | Cons. Staples | 4.66% | 1.63% | 2 | 26% | ||
| WWE | 11.79% | Cons. Disc. | 7.98% | 0.41% | 3 | 3% | ||
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FEATURED IN
LINDSELL TRAIN LTD Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michael J. Lindsell | Director & Shareholder | March-2000 |
| Nicholas J. Train | Director & Shareholder | March-2000 |
| Michael C. Lim | Director/Chief Compliance Officer & Shareholder | January-2001 |
| Jane S. Orr | Director & Shareholder | April-2010 |
| James M. Alexandroff | Non Executive Director | July-2011 |
LINDSELL TRAIN LTD Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
LINDSELL TRAIN LTD Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We believe that in order to generate returns that can outperform the market, we must identify, then seek to exploit, a set of persistent anomalies within a given capital market. Further, we manage our portfolios with a distinctive attitude to risk and a high
Lindsell Train – Investment Adviser Brochure Page 6
LTL/2042015
sensitivity to cost. In this way, we believe that we can generate absolute returns over the long term and outperform the market averages and many other investors.
This approach results in a number of differentiating features, as follows:
• Our research efforts are focused on identifying companies with durable competitive advantages.
• Our valuation work generates price targets that we beli...
Unlock Full Investment Process Description
We believe that in order to generate returns that can outperform the market, we must identify, then seek to exploit, a set of persistent anomalies within a given capital market. Further, we manage our portfolios with a distinctive attitude to risk and a high
Lindsell Train – Investment Adviser Brochure Page 6
LTL/2042015
sensitivity to cost. In this way, we believe that we can generate absolute returns over the long term and outperform the market averages and many other investors.
This approach results in a number of differentiating features, as follows:
• Our research efforts are focused on identifying companies with durable competitive advantages.
• Our valuation work generates price targets that we beli...
Unlock Full Investment Process Description
LINDSELL TRAIN LTD Portfolio Concentration
LINDSELL TRAIN LTD Location
CAYZER HOUSE
30 BUCKINGHAM GATE
LONDN, UNITED KINGDOM, SW1E 6NN
30 BUCKINGHAM GATE
LONDN, UNITED KINGDOM, SW1E 6NN
LINDSELL TRAIN LTD Contact Information
Phone Number: 4420 780 24 700
Fax Number: 44 207 8024 719
Website: http://www.lindselltrain.com
Fax Number: 44 207 8024 719
Website: http://www.lindselltrain.com
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