Want exclusive access to the thoughts and views of the Scottish Mortgage management team? Look no further.
There were no items found based on the criteria entered.ListenSeptember 2021
James Anderson talks about growth, innovation and the future.
James Anderson discusses the future of growth investing on the FCLT podcast.ReadSeptember 2021
Disrupting Disease with Artificial Intelligence.
Cancer, heart failure and Alzheimer’s could all be defeated by AI-driven treatments.ReadJuly 2021
A trip to Mars may not be high on the average person’s to-do list, but Scottish Mortgage is prepared to embrace the radical thinkers and their companies striving to get us there.ReadJuly 2021
Embracing the Extraordinary.
Building long-term value is not about following the pack, but about spotting the companies set to benefit from social change, according to Scottish Mortgage’s managers. This short article provides an overview of this idea, and other topics discussed in a recent webinar with investment specialist Claire Shaw and Scottish Mortgage Managers James Anderson, Lawrence Burns and Tom Slater.WatchJune 2021
Scottish Mortgage Investment Trust AGM: Manager Insights - Tom Slater.
In this AGM film, Tom Slater, co-manager of the Scottish Mortgage Investment Trust, discusses the lessons learnt from the Covid-19 pandemic, and looks to the areas where we have seen, and could continue to see, growth opportunities arising.WatchJune 2021
Scottish Mortgage Investment Trust AGM: Manager Insights - James Anderson.
In this AGM film, James Anderson, co-manager of the Scottish Mortgage Investment Trust, reflects on the biggest lessons he has learnt during his time managing the trust.WatchJune 2021
Scottish Mortgage Investment Trust AGM: Manager Insights - Lawrence Burns.
In this AGM film, Lawrence Burns, deputy manager of the Scottish Mortgage Investment Trust, explains that success will be determined by the deep underlying structural changes going on in our world, the brilliance of business models, and the vision of their founders, rather than economic cycles, sector rotations and interest rates. He then goes on to discuss the areas where he believes this success could occur.WatchJune 2021
In Conversation with Tom Slater.
Tom Slater, co-manager of the Scottish Mortgage Investment Trust, discusses the areas in which he sees potential for exponential growth. Tom discusses the companies in the portfolio that are helping to facilitate a post-carbon world, revolutionising healthcare, and accelerating the ongoing digitalisation of the economy, making it clear there is no shortage of exciting growth opportunities. Tom then goes on to answer questions from the audience.WatchJune 2021
Embracing the Extraordinary: In Conversation with the Scottish Mortgage Managers.
Join investment specialist Claire Shaw as she speaks to James Anderson, Tom Slater, and Lawrence Burns in the first-ever investor event with all three Scottish Mortgage managers. With no shortage of exciting growth opportunities, the Scottish Mortgage managers discuss the potential for exponential growth in the future. Join them as they look to companies that are helping to facilitate a post-carbon world, revolutionising healthcare, and accelerating the ongoing digitalisation of the economy.ReadMay 2021
Same Direction, New Terrain.
A year of crisis showed how share prices can fail to reflect surrounding social and economic turmoil, writes Tom Slater.ReadMay 2021
Stay on the road less travelled.
In his final review as joint manager of Scottish Mortgage Investment Trust, James Anderson reflects on the challenge and excitement of the search for extreme returns. Anticipating greater change to come, he urges investors to keep thinking distinctively.ReadMay 2021
Our Approach to Governance.
The Scottish Mortgage Team lay out its approach to governance and the definition of responsible investing.ReadApril 2021
It's In Their DNA.
With innovative management teams and breakthrough-inspiring cultures, Moderna and Illumina have the technology and vision to progress a new era of healthcare.ReadApril 2021
The MoneyWeek Podcast.
Investing in outliers and focusing on the long-term, Tom Slater discusses the Scottish Mortgage approach to investing on the MoneyWeek podcast. Capital at risk, past performance is not a guide to the future.WatchApril 2021
Scottish Mortgage - The Next Generation of Winners.
In this interview, Investment Specialist Claire Shaw is joined by Tom Slater, Joint Manager of the Scottish Mortgage Investment Trust PLC. Shaw sets the scene by describing the trust’s unrelenting pursuit of ambitious, disruptive companies and the importance of Moore’s Law, before going on to ask Slater about which industries he thinks the big winners of the future will come from. Healthcare, transport, transactions and food delivery appear to be the ones to watch.