27 April 2018 Alliance Trust

CONNECTION: Your quarterly newsletter – spring edition

An alliance of best ideas: A transformational year 

As we enter Spring 2018, Alliance Trust has hit an important milestone. Not only are we celebrating our 130th year, it is also one year since we launched our new approach to managing the equity portfolio – an Alliance of Best Ideas.

April also sees us release our third instalment of CONNECTION – our quarterly shareholder newsletter. In this edition, Craig Baker, Chief Investment Officer at Willis Towers Watson, discusses the promising first full year results for the new investment approach. In a continuing series, this quarter we shine a spotlight on two more of our equity managers, their market views and their unique investment strategies. We also look at how the Alliance Trust portfolio performed over the last quarter and which stocks have been bought and sold.

We hope you find this latest edition of our quarterly newsletter as fascinating as it is valuable.

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