SCOTTISH MORTGAGE INVESTMENT TRUST PLC
PICKING STOCKS WITH PRECISION.
The Trust is an actively managed, low cost investment trust, investing in a high conviction global portfolio of companies with the aim of maximising its total return over the long term. The managers look for strong businesses with above-average returns and aim to achieve a greater return than the FTSE All-World Index (in sterling terms) over a five year rolling period.
Investing in Private Companies for Scottish Mortgage.Scottish Mortgage's portfolio of unlisted companies has been growing and we believe there are some tremendous opportunities to deploy capital in this area. Our reputation as a long-term supportive shareholder helps us to get access to appealing growth businesses and our scale enables us to invest in them at a cost that few can match.5 key things we thought you'd like to hear.The 107th AGM of Scottish Mortgage Investment Trust once again saw presentations from the investment managers James Anderson and Tom Slater. We’ve captured some key points that each made on the day, as audio recordings and wanted you to have the opportunity to hear their thinking for yourself.
Everything You Need To Know About Going Global.In our guide to Scottish Mortgage Investment Trust, you can find out more about the origins of the trust, as well as what it does now, its investment philosophy, performance and how you can invest.An Introduction to Scottish Mortgage Investment Trust.An introduction and some background to Scottish Mortgage Investment Trust.Managers' Portfolio Review.Will major and accelerating improvements in core technologies lead to progress in healthcare, energy and transportation analogous to those in information technology in recent years? Or will secular stagnation and limited productivity gains dominate? James Anderson, joint manager of Scottish Mortgage Investment Trust, looks back on a year of radical change.Give us 20 minutes and we'll give you 20 years of our experience.In this specially recorded series of three short films, Catharine Flood of Baillie Gifford’s Clients Department interviews James Anderson, joint manager of Scottish Mortgage Investment Trust.Summary of the Scottish Mortgage AGM 2016 including full transcript.Summary of the AGM and full transcript of the Managers Presentation and Q&A session for shareholders 2016.Tomorrow's World.Few areas of our lives have escaped the developments wrought by technological innovation. And the revolution continues. Tom Slater, joint manager of Scottish Mortgage Investment Trust, casts a backward glance at the areas where he has witnessed most change, and looks out to where he anticipates the greatest ongoing upheaval.Rationally Excited.We believe that the world is changing at a remarkable pace. Looking to the future, there is much rational excitement to be found in the technological revolutions underway in transportation, alternative energy and healthcare.Light Assets.$22.5bn, $28.3bn, and $5.4bn. These sound large figures. In most contexts they are large figures. But for our purposes they are startlingly small. In an article originally published in the Daily Telegraph, Investment Manager James Anderson anticipates the rise of asset light private companies which will dwarf the current giants.