Trust Issues: investing in innovation with EWI's Svetlana Viteva

In this episode of Trust Issues, sponsored by Baillie Gifford, we speak with Svetlana Viteva, co-manager of Edinburgh Worldwide (EWI), about the trust's investment strategy, some of the exciting, enduring themes in which it invests, such as quantum computing, and the upcoming vote on resolutions put forward by US hedge fund Saba Capital Management.

00:00 Introduction

00:17 What does EWI look for in its portfolio holdings?

07:57 The role private companies play in EWI's portfolio

11:06 Investing in quantum computing through PsiQuantum

15:06 The outlook for investing in small-cap growth companies

19:06 How will recent enhancements made benefit shareholders?

23:23 Why investors should vote against Saba's resolutions and how they can

28:33 Risk warning

Our latest research on EWI - https://www.trustintelligence.co.uk/investor/articles?fund_id=52

EWI website - https://www.bailliegifford.com/en/uk/individual-investors/funds/edinburgh-worldwide-investment-trust/

This podcast was recorded on 09/01/2025