Hedge Fund - RIT Capital Partners

Jacob Rothschild Bio, Returns, AUM, Net Worth

RIT Capital Partners plc, formerly known as Rothschild Investment Trust, is a prominent British investment trust specializing in investments in quoted securities and special situations. Established in 1961, the company is listed on the London Stock Exchange and is included in the FTSE 250 Index.

RIT Capital Partners traces its origins to the earlier Rothschild Investment Trust, initially associated with the family bank, N. M. Rothschild & Sons. Lord Jacob Rothschild joined the bank in 1959, contributing significantly to its growth. By 1971, he became Chairman of Rothschild Investment Trust, then valued at £5 million. In 1980, he departed from the bank to focus on developing the trust, which was subsequently renamed RIT. At that time, RIT was a listed investment trust with net assets totaling approximately £80 million.

Lord Jacob Rothschild chaired RIT Capital Partners from 1988 until 2019. Following his departure from NM Rothschild & Sons in 1980, he co-founded several financial enterprises, including Global Asset Management and St James’s Place plc. He also served as Deputy Chairman of BskyB Plc until 2008. Beyond his financial career, Lord Rothschild has been involved in public service, arts, heritage, and philanthropy, chairing institutions such as The National Gallery, The National Heritage Memorial Fund, and The Heritage Lottery Fund. His contributions were recognized with the Order of Merit by Her Majesty the Queen in 2002, an honor limited to 24 recipients in the United Kingdom, awarded for exceptional service in arts, learning, literature, and science.

RIT Capital Partners PLC is headquartered in London. According to their latest 13F filing for Q1 2024, the firm managed $562,076,734 in 13F securities, with a significant top 10 holdings concentration of 90.49%. RIT Capital Partners PLC's largest holding is 598,100 shares of Lennar Corp. Class A.

Jacob Rothschild
Fund Profile
Filing Period:
Fund Name: RIT Capital Partners
Manager Jacob Rothschild
Portfolio Value $562,076,734
Change This QTR +1.61%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. LEN, LEN.B 598,100 $102,861,238 +21% 18.3%
2. MA 135,100 $64,974,994 11.55%
3. AMZN 304,000 $54,792,960 NEW 9.74%
4. ICE 393,800 $54,092,368 9.62%
5. TMO 88,500 $51,383,985 +23% 9.14%
Latest 13D & 13G Filings
Symbol Company Filed By Filing Date Filing
2021-04-19
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