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.May 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.May 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.May 2021
Our Approach to Governance.
The Scottish Mortgage Team lay out its approach to governance and the definition of responsible investing.April 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.April 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.April 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.Spring 2021
Charging the Green Revolution.
The rapid rise of electric cars means companies such as Tesla and NIO need batteries. Lots of them. Tom Slater, joint manager of Scottish Mortgage Investment Trust, talks to Peter Carlsson, chief executive of Northvolt, about his determination to meet that demand.Spring 2021
What’s the point of complex risk models if they don’t reflect how humans actually behave? Leading economist John Kay and James Anderson, joint manager of Scottish Mortgage Investment Trust, discuss how changing attitudes to known unknowns could make us better investors.March 2021
What Others Teach Us, Lessons in Investing.
Deputy Manager of Scottish Mortgage Lawrence Burns shares the views of brilliant minds outside the industry that will reshape your view of what equity investing is all about.March 2021
James Anderson Retires From Partnership.
After four decades at Baillie Gifford, James will leave the firm and step down from Scottish Mortgage next year.March 2021
Scottish Mortgage Transition Planning.
James Anderson steps down from trust next year. Lawrence Burns joins as deputy manager. We answer your questions here.February 2021
Investing in Progress.
Scottish Mortgage was the FTSE 100’s stand-out growth company in 2020, but its managers’ are focused not on short-term performance, but on how best to exploit that added size in future.January 2021
Scottish Mortgage: Investing In Progress Webinar.
In this webinar recording, investment specialist Stewart Heggie talks to James Anderson and Tom Slater, joint managers of the Scottish Mortgage Investment Trust about the growing opportunities that lie ahead for the trust. From transport, to healthcare, to an energy revolution, there is plenty to be optimistic about in 2021 and beyond.November 2020
Synthetic biology conjures images of Frankenstein’s monster, with mad scientists poring over boiling beakers to bring to life the beast. The reality of modern labs is significantly different. Truly remarkable progress is being made in solving some of the world’s biggest problems by unlocking nature at its most granular level.November 2020
SM Interim Managers Report.
The oddities of the pandemic will fade, some long-running shifts in our economy will have been accelerated and the stresses we have experienced will spark new waves of innovation.