Annual Overview from QuotedData

Summary by AI BETAClose X

Lindsell Train Investment Trust has generally performed well amidst market uncertainty, with defensive holdings in consumer staples providing stability, though concerns over artificial intelligence's impact on software and data businesses have been a drag. The trust's manager believes the market is mispricing AI risk, particularly for portfolio company RELX, arguing its datasets are crucial for AI tools in regulated sectors. In response to market weakness, LTI initiated a position in US credit scoring firm FICO in February. Despite a decline in funds under management, Lindsell Train Limited has launched a new $200 million international equities strategy, supported by substantial cash reserves and a long-term client.

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Lindsell Train Investment Trust PLC
07 May 2026
 

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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 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 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/

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