RIT Capital Partners - Update from QuotedData
20 November 2025
Firing up the cylinders
RIT Capital Partners' (RIT's) performance has improved after last year's leadership changes and a shift to a more focused strategy. All three investment pillars - quoted equities, private investments, and uncorrelated strategies - have delivered strong results.
The private portfolio, which had previously held back performance, has seen some profitable exits this year as M&A and IPO activity picked up. More exits are expected soon.
RIT's high-conviction investments in its quoted equities pillar has paid off, especially in China, Japan, and European defence and aerospace. Its uncorrelated strategies add diversification and help protect against losses. As investors look for more diversification, RIT's multi-asset approach puts it in a good position to benefit from this trend.
Full Research:
https://quoteddata.com/research/rit-capital-partners-firing-up-the-cylinders-qd/
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