Edison Releases Report on Finsbury Growth & Income Trust

Edison Investment Research has published a report on the Finsbury Growth & Income Trust (FGT). Managed by Nick Train and Madeline Wright of Lindsell Train, the trust is currently facing performance challenges. Despite this, the managers express strong confidence in their concentrated portfolio, which features high-quality UK-listed companies. The focus is on 'digital winners' that offer software, services, or data analytics globally and trade below international valuations.

Newly added to FGT's portfolio are Clarkson, a shipbroking firm, and Intertek Group, focused on testing and assurance. Both companies have outperformed the Nasdaq Composite Index since 2000. Recent price declines have provided appealing buying opportunities.