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October 2023 SAINTS: the case for dividend growthWhy we believe pursuing dividend growth rather than yield is the right way to grow capital.
Read moreOctober 2023 SAINTS Stewardship Report 2023Does engagement make a difference? The SAINTS Team provides its annual update.
Read moreJune 2023 The history of SAINTSJohn Newlands reveals the roots of the SAINTS success story.
Read moreMay 2023 A century and a half of SAINTSJames Dow reflects on how the trust has changed over the decades, but stuck to its core values.
Read moreMay 2023 SAINTS: 150 years of incomeJohn Newlands tells the story of the Edinburgh-based company that thrived in good times and bad.
Read more12 MIN WatchApril 2023 SAINTS Manager InsightsSAINTS’ search for stable, long-term compounding in earnings and dividends continues.
WatchApril 2023 A tight ship: lessons from AdmiralHow Henry Engelhardt’s entrepreneurial flair helped create the car insurance giant
Read more41 MIN WatchMarch 2023 Webinar: the SAINTS approachCo-manager James Dow explains why he believes in the Trust’s focus on sustainable compounding.
WatchDecember 2022 SAINTS Stewardship Report 2022For the year ended March 2022.
Read moreSeptember 2022 Archived Compound interest: the snowball effectCompanies reinvesting profits to supply outperformance over decades are the market’s unsung heroes.
Read moreMay 2022 Impact, Ambition and TrustIf ESG scores are not the answer, how does Global Income Growth Team’s ESG approach measure up?
Read more10 MIN WatchApril 2022 Archived SAINTS: A year in review and looking ahead.The Scottish American Investment Company share an update on performance and ESG.
Watch39 MIN WatchMarch 2022 Archived SAINTS Investment Trust Webinar.SAINTS co-manager James Dow reviews 2021 and looks ahead to the exciting opportunities he sees for long-term income and growth.
WatchOctober 2021 Archived Scottish American Investment Company P.L.C. Stewardship Report.For the year ended March 2021.
Read moreApril 2021 Archived From Crisis To Opportunity.We call our methodology long-term income, not short-term yield. In this paper we share our experience of picking stocks using this growth-focused approach. We explain why we think the best is yet to come for this approach. And we highlight three simple questions we ask of any company when picking stocks for our income-growth portfolio.
Read moreWatchMarch 2021 Archived Scottish American Investment Company - Manager Insights.Investment Manager Toby Ross gives an update on The Scottish American Investment Company P.L.C.
WatchWatchFebruary 2021 Archived Income And Growth For The Next 10 Years.In this webinar recording, client director Seb Petit talks to James Dow, co-manager of The Scottish American Investment Company (SAINTS). Dow outlines how a long-term approach and a growth mindset helped investors in SAINTS navigate the great dividend crisis of 2020.
WatchAutumn 2020 Archived The Future for Dividends.After navigating the treacherous waters of the dividend crisis James Dow, joint manager of SAINTS, says it’s time to look east for income opportunities.
Read moreJuly 2020 Archived Searching for Tomorrow’s Income Aristocrats.Income investing has been shaken by the coronavirus, but how will this affect the dividend payers of the future? Baillie Gifford investment manager James Dow gives us a glimpse of the potential star performers of tomorrow.
Read more15 MIN ListenJune 2020 Archived Episode 13 - Tomorrow’s Income AristocratsIncome investing has been shaken by the coronavirus, but how will this affect the dividend payers of the future? Baillie Gifford investment manager James Dow gives us a glimpse of the potential star performers of tomorrow.
ListenApril 2020 Archived The Great Dividend Crisis.James Dow, co-head of Baillie Gifford’s equity income strategies, argues that dividend investors should avoid traditional high-yielding stocks, which are likely to disappoint given probable constraints on their reverting to the pre-crisis mean. The task, he concludes, is to look ahead to the global, high growth companies likely to be big providers of the future.
Read moreWatchFebruary 2020 Archived SAINTS Annual Update.Investment manager James Dow gives un update on the The Scottish American Investment Company P.L.C.
WatchWatchFourth Quarter 2019 Archived Watsco - A Cool Investment.Investment manager Toby Ross discusses recent investment, Watsco.
WatchFirst Quarter 2019 Archived SAINTS on Track for Income and Growth.Results season has been in full swing for the last few months. James Dow and Toby Ross, co-managers of SAINTS, chalk up the scores at the end of a year that has left them feeling optimistic about the future.
Read more14 MIN ListenFebruary 2019 Episode 2 - Should Income Investors Go GlobalWhat are “the good, the bad and the unbelievably great” of global investing? In the second episode of Short Briefings on Long Term Thinking, Malcolm Borthwick is joined by James Dow to challenge the conventional wisdom that if you’re investing for a regular income you should stick with blue chip UK companies.
ListenWatchJuly 2018 Archived SAINTS - Seeking an Income that Stays on Track for Years to Come.Join Toby Ross and James Dow, SAINTS’ joint managers, on their travels as they seek out the companies from across the globe that they believe can deliver a dependable and growing income along with capital growth.
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