Experian PLC

• LT Lindsell Train Limited UK Equity Fund Monthly Report | Factsheet ↗ Rightmove’s resilient consumer engagement and proprietary property data support the view that AI strengthens rather than disintermediates its platform. Sage and London Stock Exchange Group similarly showed how proprietary data and AI tools can support growth, prompting two small new positions in data-rich businesses. July 2026 RMVEY $3.9BLDNXF $54B
• TA Troy Asset Management Investment Report No.89 July 2026 ↗ Troy Multi-Asset Strategy added infrastructure exposure through Canadian National and Hubbell while keeping cyclical holdings sized cautiously. It trimmed equities as valuations extended, added Experian at a depressed multiple, and held index-linked bonds and short-dated nominal bonds for inflation protection and future equity purchases. The first half of 2026 CNI $74BHUBB $24B

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