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6 minutesOctober 2023 Monks’ musings – third quarter 2023In adverse markets, our portfolio companies’ operational progress gives us confidence.
Read moreSeptember 2023 How Microsoft got its mojo backBy shifting the focus from Windows and embracing AI, the firm has revitalised its fortunes.
Read more3 minutesSeptember 2023 Monks: Growth in three dimensionsNot all great companies follow the same path to growth.
Read more7 MIN WatchAugust 2023 Manager insights: Monks Investment TrustMalcolm MacColl discusses recent performance, portfolio positioning, growth profiles and AI.
Watch5 minutesAugust 2023 Monks’ musings – second quarter 2023Amid a scramble for short-term gains, it pays to consider the disruptors investing in future firepower.
Read moreJuly 2023 Monks Stewardship ReportOnly companies that make sustainability a priority build truly lasting franchises.
Read moreApril 2023 Making health insurance manageableHow Elevance Health uses its scale to smooth a path through the US health system’s maze.
Read moreFebruary 2023 Monks Research Agenda 2023How can we invest in quality companies in a changing market?
Read moreSeptember 2022 Archived Monks: how diversity beats adversityHaving a varied portfolio allows the trust to navigate volatile periods and focus on the long term.
Read more8 MIN WatchAugust 2022 Archived Monks Investment Trust Manager InsightsJon Henry discusses changes to the portfolio, the impact of inflation and optimism in periods of volatility.
Watch41 MIN WatchMay 2022 Archived Diversified and Disruptive: Growth Investing in a Changing WorldJoin the manager of the Monks Investment Trust, Spencer Adair, as he outlines how the trust seeks to harness growth in an ever-changing world.
WatchMay 2022 Monks Investment Trust 2022 Research Agenda.In their Research Agenda for 2022, the investment managers consider the benefits of deep work in helping them find growth opportunities.
Read moreApril 2022 Casting the net wider.Monks seeks profit and resilience from its diversified growth stocks portfolio.
Read moreMarch 2022 Archived Monks Stewardship Report 2021.For the year to 30 September 2021.
Read moreApril 2022 Valuing private companies.Baillie Gifford explains its approach to valuing private companies in investment trust portfolios.
Read moreFebruary 2022 Archived The value in growth investing.One says “growth”. The other says “value”. But that’s not what investors should be focusing on.
Read more19 MIN ListenFebruary 2022 Episode 23 - Growth or value: it’s not a black or white choiceOperational performance is a better indicator of growth than inflation. Malcolm MacColl shares why.
ListenDecember 2021 Diverse and disruptive.The Monks Investment Trust’s growth-focused stock picking strategy.
Read moreOctober 2021 Archived Thriving after adversity.Why cyclical stocks such as Ryanair and Rio Tinto are comeback kings.
Read more55 MIN WatchSeptember 2021 Archived Harnessing Growth in an Ever-changing World.Client director Jon Carnegie is joined by investment manager Spencer Adair to discuss what the future might hold and how we harness the opportunities we see.
WatchWatchSeptember 2021 Archived Monks Investment Trust Manager Insights.Monks Manager Spencer Adair looks beyond the noise of recent months to the longer term.
WatchApril 2023 The history of The Monks Investment TrustHistorian John Newlands outlines the story of the Monks Investment Trust hard-fought growth.
Read moreWatchMay 2021 Archived The Monks Investment Trust PLC Webinar.Spencer Adair, newly appointed co-manager of the Monks Investment Trust, explains why the investment approach will not change. He sheds light on the past and current positioning of the portfolio, the fundamental strategy of the team involved, and the core philosophy of Monks that has been largely unchanged throughout the trust’s history.
WatchSpring 2021 Archived Lifetime of Investment.What was meant to be a two-year apprenticeship turned into a transformative career. Charles Plowden, manager of The Monks Investment Trust, tells Colin Donald why he’s retiring from Baillie Gifford on a high.
Read moreMarch 2021 Archived Monks Research Agenda 2021.In this year’s Research Agenda, Monks' investment managers share their thoughts on how change can help shape the portfolio.
Read moreMarch 2021 What I’ve Learned In Four Decades Of Investing.His career spanned big changes in investment – and in the fortunes of Baillie Gifford. Charles Plowden, joint senior partner and manager of Monks Investment Trust, looks at the opportunities ahead.
Read more17 MIN ListenMarch 2021 Episode 18 - What I've Learned In Four Decades Of InvestingHis career spanned big changes in investment – and in the fortunes of Baillie Gifford. Charles Plowden, joint senior partner and manager of Monks Investment Trust, looks at the opportunities ahead.
Listen2020 Archived Monks Stewardship Report 2020.Our goal as investors is the identification and nurturing of companies capable of outstanding long-term returns. The excellent studies of Professor Hank Bessembinder and others make clear that long-run wealth creation is dominated by a remarkably small number of extraordinary companies, often powering technological or societal change.
DownloadNovember 2020 Archived Monks - Staying Ahead of Change.Few things matter more to an investor than understanding and anticipating change. As we celebrate 15 years of Global Alpha, we share some thoughts on how the portfolio, our process and the team have developed over time.
Read moreAutumn 2020 Archived The Rise of Reliance.Baillie Gifford’s Charles Plowden, manager of the Monks Investment Trust, hails a firm whose ambitions match the vastness of the subcontinent of India.
Read moreWatchSeptember 2020 Archived The Monks Investment Trust PLC – Manager Update.Jon Henry, client director, talks to Charles Plowden and Spencer Adair, investment managers on the Global Alpha Team, about their investment approach, the performance of Monks, how the Trust is positioned and what we are excited about moving forward.
WatchWatchJune 2020 Archived Monks – Long-Term Stewards.Charles Plowden explains how long-term stewardship is one of the four golden threads that weaves together to form the Monks investment strategy.
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