Edison has provided research and investor relation services for the Brunner Investment Trust since 2012, when the trust traded at a 16% discount and 4.7% yield. Its research has explained management’s refocus of the portfolio, leading to steadily improving investment performance. Edison has helped the Brunner Investment Trust access a wide range of investors through regular nationwide roadshows and Edison TV interviews. The Brunner Investment Trust’s discount has narrowed significantly and wealth management and retail clients feature notably in the shareholder register.
|No. of countries research read in||56|
|Unique investors met||135+||View company profile|
In an increasingly crowded market for investment products and companies, strong research that explains a trust’s underlying philosophy and key strengths plays an important role in building awareness among private wealth managers. Edison’s focus, which is on distributing research to this group, is a natural fit for quoted investment funds.