RIT Capital Partners

AUM: $3 billion

Founded by Jacob Rothschild in 1961, under the name Rothschild Investment Trust. As per its site, since the company was listed in the London Stock Exchange in 1988, its stocks have returned an average of 12.6% per year, comfortably outperforming global equity markets.

Nowadays, Rothschild is no longer involved in day-to-day portfolio management activities; instead, that task is now performed by an executive committee, which, over the third quarter, decided to buy ten new stocks, and to sell out of just four.

Areas of Expertise

Equity Investment Instruments