Investment Specialist Hamish Maxwell delivers an update on Scottish Mortgage’s portfolio positioning, including allocation to Chinese companies, private holdings, artificial intelligence, and the latest buys and sells.
Tom Slater and Lawrence Burns explain why investing in private companies gives shareholders access to the most innovative and unique growth opportunities globally, including in space travel, quantum computing and drone logistics. Capital at risk.
Manager Tom Slater explains why resiliency and capital efficiency will be rewarded, and what factors make him optimistic for future growth, with private companies on track to deliver. Capital at risk.
Managed Fund: Is the balanced approach dead, or poised for growth?
From the recent buyback announcement, to private company valuations and areas of growth in the portfolio, Scottish Mortgage managers Tom Slater and Lawrence Burns answer the questions put to them by shareholders in this recent webinar. Capital at risk.
In the latest episode of the Scottish Mortgage Invest in Progress podcast, Lawrence Burns speaks to digital marketing company Brandtech’s CEO about how his company connects content, data and media to help global brands navigate the complexities of marketing in the digital age.
Baillie Gifford investment manager Roderick Snell discusses why, despite recent performance struggles due to inflation, interest rates and geopolitical tensions, he believes the long-term outlook for investing in Asia remains promising.
Investment manager Matthew Brett discusses performance and why developments such as rising entrepreneurialism and progress in AI make for compelling growth opportunities in Japan.
What two questions should an investor ask themselves if a company’s share price goes up? In this recent webinar recording, join Scottish Mortgage’s decision-makers as they answer this and the questions put to them by its shareholders.
What if it were possible to capture CO2 directly from the air and lock it away permanently? Scottish Mortgage holding, Climeworks wants to inspire 1 billion people to remove CO2 from the air to help tackle legacy and unavoidable carbon emissions.
In this webinar recording, Scottish Mortgage manager Tom Slater and deputy manager Lawrence Burns answer the top questions on shareholders’ minds. They discuss private company investing, share price performance, the resilience of holdings in a challenging climate, investing in China and much more.
In this webinar recording Matthew Brett, manager of the Baillie Gifford Japan Trust, looks back at examples of change and setbacks over the last 15 years of investing in Japan; and forward to consider the positioning of the trust for the future. Capital at risk.
Tom Slater and Lawrence Burns discuss three topics on shareholders’ minds – portfolio performance, China, and the future outlook.
The Global Discovery mission to capture opportunities in the enduring cycle of innovation has made for a fascinating ten years. But the team believes that the next decade looks even more exciting. Capital at risk.
In turbulent times, Scottish Mortgage’s focus is on long-term investing, not on the discomfort of drawdowns. Deputy fund manager Lawrence Burns explains why.
Tom Slater, manager of the Scottish Mortgage Investment Trust, discusses the current environment, activity in China, and why it is imperative that Scottish Mortgage sticks to its investment philosophy.
The US is home to fast-growing, disruptive and culturally unique companies. Watch this recent webinar recording to hear from fund managers Gary Robinson and Kirsty Gibson as they discuss growth investing in the US and the businesses that are driving structural change across sectors worldwide.
In this recent webinar, Tom Slater and Lawrence Burns discuss the evolution of the Scottish Mortgage management team, the trust’s long-term prospects and take questions from a live audience. Capital at risk.
Scottish Mortgage deputy fund manager Lawrence Burns explains how access to the brightest minds in entrepreneurship and academia allows him and his team to invest in the leading companies of the future
Fund manager Douglas Brodie discusses new stakes in ‘green hydrogen’ equipment maker ITM Power and software development tool provider JFrog, as well as existing holdings including private company investments. Capital at risk.