Investment Final Earnings Report

Investment EPS Results

• Actual EPS: -GBX 0.02
• Consensus EPS: N/A
• Beat/Miss: N/A
• One Year Ago EPS: N/A

Investment Revenue Results

• Actual Revenue: N/A
• Expected Revenue: N/A
• Beat/Miss: N/A
• YoY Revenue Growth: N/A

Investment Announcement Details

• Quarter: Final
• Date: 9/15/2025
• Time: Before Market Opens
• Conference Call Date: N/A
• Conference Call Time: N/A

Investment (LON:INV) is a small registered, self-managed closed-ended balanced fund. The fund invests in the public equity and fixed income markets across the United Kingdom. It primarily invests in a portfolio of equities, preference shares, loans, stocks, and long-term debentures. The fund is managed by Chelverton Asset Management Limited. It invests in the public equity and fixed income markets of the United Kingdom. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in dividend paying growth stocks of companies across all market capitalizations, with a bias towards small cap companies. The fund also invests in loan stocks, debentures, convertibles, and other related instruments. It employs fundamental analysis with a bottom-up security selection approach, focusing on such factors as yield, growth prospects, market positions, caliber of management, risk, and cash resources to create its portfolio. The Investment Company plc was formed in 1868 and is domiciled in the United Kingdom.