Jan 10 2025 29 mins
In this episode of Trust Issues, sponsored by Baillie Gifford, we speak with Svetlana Viteva, co-manager of Edinburgh Worldwide (EWI), about the trust's investment strategy, some of the exciting, enduring themes in which it invests, such as quantum computing, and the upcoming vote on resolutions put forward by US hedge fund Saba Capital Management.
00:00 Introduction
00:17 What does EWI look for in its portfolio holdings?
07:57 The role private companies play in EWI's portfolio
11:06 Investing in quantum computing through PsiQuantum
15:06 The outlook for investing in small-cap growth companies
19:06 How will recent enhancements made benefit shareholders?
23:23 Why investors should vote against Saba's resolutions and how they can
28:33 Risk warning
Our latest research on EWI - https://www.trustintelligence.co.uk/investor/articles?fund_id=52
EWI website - https://www.bailliegifford.com/en/uk/individual-investors/funds/edinburgh-worldwide-investment-trust/
This podcast was recorded on 09/01/2025