Lindsell Train Global Equity Fund sees RELX PLC as a strong performer in market turmoil.
From Yahoo Finance: 2025-07-03 08:55:00
Lindsell Train Ltd released its first-quarter 2025 investor letter for the Lindsell Train Global Equity Fund, aiming to boost long-term shareholder capital. The fund returned -2.0%, outperforming the -4.7% benchmark MSCI World Index. Top 5 fund holdings for 2025 are available for review.
RELX PLC (NYSE:RELX) was highlighted in the fund’s Q1 2025 letter. The company offers analytics and tools for professional customers, with a one-month return of -3.16% and 15.21% gain over 52 weeks. On July 2, 2025, RELX PLC (NYSE:RELX) closed at $52.64 per share with a market cap of $98.638 billion.
In the investor letter, Lindsell Train Global Equity Fund noted that companies like RELX PLC (NYSE:RELX) and LSEG perform well in market turmoil. Both offer essential data and tools, with majority subscription revenues, high margins, and strong pricing power to withstand economic challenges. Jim Cramer gave RELX (RELX) a positive review.
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