Growth or value: it’s not a black or white choice

Scottish American Investment Company manager James Dow discusses the trust's quality holdings and long-term growth drivers.

Why we invested in the AI lab and supply chain specialist, among other companies operating in private markets.

Roderick Snell discusses recent themes, portfolio changes, and the outlook for Pacific Horizon Trust.

Monks Investment Trust aims for long-term capital growth, which takes priority over income. This is pursued through applying a patient approach to investment, principally from a differentiated, actively managed global equity portfolio containing a diversified range of growth stocks.

The Global Alpha Growth Fund aims to outperform (after deduction of costs) the MSCI ACWI Index, as stated in sterling, by at least 2 per cent per annum over rolling five-year periods.