The Merchants Trust has used Edison’s research to help explain the nature of its long-term debt, the use of reserves to support the dividend and the manager’s strategy of option writing to increase revenues. Edison’s investor relations services have arranged meetings across the country with wealth managers, ensuring that the Merchants Trust’s investment objective is fully understood. In addition, Edison distributed research and Edison TV interviews to the widest possible audience, including the self-directed retail investor. The impact narrowed the discount from its widest to a premium, allowing the Merchants Trust to issue new shares.
|No. of countries research read in||61|
|Investors met in roadshows||465||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.