Edinburgh Worldwide - Annual Overview from QuotedData
13th 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/
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