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Tatton Asset Management released a trading update this morning covering Q4 of its FY26. It beat my AUM forecast and looks on track to beat revenue and profit forecasts too. Current monthly net inflows are running ahead of my forecast for FY27. This looks like a well-oiled machine with exceptional momentum.
My latest Equity Development note covers the update which can be found at this link.
All of my previous research on Tatton can be found at this link. If you’re new to the story, I’d recommend reading my interim results note from November 2025 which covers the business model, market forces at work, performance versus peers, growth prospects, financial analysis and valuation.
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Disclosure: At the time of writing, Paul Bryant was a shareholder of Tatton Asset Management and covered Tatton Asset Management as an analyst on behalf of Equity Development Limited. Read Equity Development’s research on Tatton here. And please read this link for the terms and conditions of reading Equity Development’s research.
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