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About the company
Odyssean Investment Trust PLC is a United Kingdom-based closed-ended investment trust. The Company's investment objective is to achieve attractive total returns per share principally through capital growth over a long-term period. It primarily invests in smaller company equities quoted on markets operated by the London Stock Exchange, where the portfolio manager believes the securities are trading below intrinsic value and where this value can be increased through strategic, operational, management and/or financial initiatives. Where the Company owns an influencing stake, it will engage with other stakeholders to help improve value. The Company may, at times, invest in securities quoted on other recognized exchanges and/or unquoted securities. The Company may hold cash in the portfolio from time to time to maintain investment flexibility. There is no limit on the amount of cash which may be held by the Company from time to time. Its investment manager is Odyssean Capital LLP.
- Revenue in GBP (TTM)320.00k
- Net income in GBP-2.09m
- Incorporated2017
- Employees0.00
- LocationOdyssean Investment Trust PLCBeaufort House, 51 New North RoadEXETER EX4 4EPUnited KingdomGBR
- Phone+44 20 3008 4910
- Websitehttps://www.oitplc.com/
Profile
| Management group(s) | Odyssean Capital LLP |
|---|---|
| AIC sector | UK Smaller Companies |
| ISIN | GB00BFFK7H57 |
| Launch date | 01 May 2018 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
Objective
The investment objective of the company is to achieve attractive total returns per share principally through capital growth over a long term period. The company will primarily invest in smaller company equities quoted on markets operated by the London Stock Exchange, where the Portfolio Manager believes the securities are trading below intrinsic value and where this value can be increased through strategic, operational, management and/or financial initiatives.The Company may, at times, invest in securities quoted on other recognised exchanges and/or unquoted securities.
Managed by
| Stuart Widdowson, Edward Wielechowski |
|---|
Management & contract fees
Management fee is calculated by 1% p.a. of the NAV and 1% p.a. of the market cap of the company. Performance fee will be entitled to 10% of the Excess Amount multiplied by the time weighted average number of Ords. Agreement for an initial term of 12 months, terminable by giving not less than 6 months notice.
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| Baillie Gifford UK Growth Trust PLC | 37.57m | 34.22m |
| Mid Wynd International Invest Trust PLC | -17.04m | -19.80m |
| B.P. Marsh & Partners plc | 117.54m | 104.43m |
| Literacy Capital PLC | 7.39m | -1.78m |
| Jpmorgan China Growth & Income PLC | 49.53m | 46.02m |
| Schroder Income Growth Fund PLC | 23.79m | 20.37m |
| Schroder UK Mid Cap Fund PLC | 28.93m | 25.29m |
| Sherborne Investors (Guernsey) C Ltd | -42.58m | -43.43m |
| Biotech Growth Trust PLC | -17.22m | -21.35m |
| Pembroke VCT PLC | 9.00m | 3.11m |
| Odyssean Investment Trust PLC | 320.00k | -2.09m |
| Abrdn UK Smlr Cmpn Grth Trst PLC | 22.86m | 17.14m |
| Albion Technology & General VCT PLC | 5.45m | 109.00k |
| Albion Enterprise VCT PLC | 9.64m | 3.21m |
| Brooks Macdonald Group plc | 111.56m | 11.63m |
| Fintel PLC | 85.00m | 6.20m |
Institutional shareholders
| Holder | Shares | % Held |
|---|---|---|
| Harwood Capital LLPas of 30 Apr 2025 | 17.93m | 13.05% |
| TrinityBridge Ltd.as of 30 Apr 2025 | 10.48m | 7.62% |
| Schroder & Co. Ltd.as of 30 Apr 2025 | 7.00m | 5.09% |
| RBC Europe Ltd.as of 22 May 2025 | 6.62m | 4.82% |
| Raymond James Wealth Management Ltd. (Investment Management)as of 30 Apr 2025 | 5.79m | 4.21% |
| Raymond James Investment Services Ltd.as of 30 Apr 2025 | 5.55m | 4.04% |
| Investec Wealth & Investment Ltd.as of 30 Apr 2025 | 4.09m | 2.98% |
| Wise Funds Ltd.as of 31 Oct 2025 | 3.08m | 2.24% |
| Hawksmoor Investment Management Ltd.as of 30 Apr 2025 | 2.74m | 1.99% |
| BlackRock Investment Management (UK) Ltd.as of 30 Jan 2026 | 1.26m | 0.92% |
