Co-founder and portfolio manager, Lindsell Train 2000-present; manager of the Lindsell Train Investment Trust and Finsbury Growth & Income Trust
No book, but a long run of manager commentaries that make an unusually concentrated brand-and-franchise case in public.
137 letters · 8 articles
www.ltit.co.uk/performance/monthly-manager-reports/
137 Lindsell Train Investment Trust Monthly Manager Reports run from January 2015 to July 2026, each written by Nick Train as investment manager. The page shows only 2024-2026 by default and hides everything earlier inside an 'Archive' accordion, and each report is served from an opaque endpoint (ltit.co.uk/download_file/force/<id>/206/) rather than a named PDF. October 2019 and March 2016 are the only two months missing from the trust's own archive. Train also writes the Investment Manager's Report in the Finsbury Growth & Income Trust annual reports (finsburygt.com, administered by Frostrow Capital) and the Lindsell Train Limited quarterly commentaries at lindselltrain.com.
Lindsell Train Investment Insights