In the latest episode of the Scottish Mortgage Invest in Progress podcast, Lawrence Burns speaks to digital marketing company Brandtech’s CEO about how his company connects content, data and media to help global brands navigate the complexities of marketing in the digital age.
From the recent buyback announcement, to private company valuations and areas of growth in the portfolio, Scottish Mortgage managers Tom Slater and Lawrence Burns answer the questions put to them by shareholders in this recent webinar. Capital at risk.
Managed Fund: Is the balanced approach dead, or poised for growth?
Manager Tom Slater explains why resiliency and capital efficiency will be rewarded, and what factors make him optimistic for future growth, with private companies on track to deliver. Capital at risk.
Tom Slater and Lawrence Burns explain why investing in private companies gives shareholders access to the most innovative and unique growth opportunities globally, including in space travel, quantum computing and drone logistics. Capital at risk.
Investment Specialist Hamish Maxwell delivers an update on Scottish Mortgage’s portfolio positioning, including allocation to Chinese companies, private holdings, artificial intelligence, and the latest buys and sells.
In this recent webinar, managers Tom Slater and Lawrence Burns discuss the topics on shareholders’ minds, from the impact of the Trump administration and investing in China, to artificial intelligence and portfolio positioning.
Investment Specialist Hamish Maxwell delivers a portfolio update, including observations on recent volatility, a deep dive into two key long-term growth trends, and updates on latest transactions. Capital at risk.
Baillie Gifford’s Andrew Keiller discusses how emerging market nations and companies are reshaping the global economy, and why a convergence of powerful, long-term trends is accelerating this shift.
Tom Slater outlines how AI integration, disciplined capital allocation and operational resilience are shaping the Scottish Mortgage portfolio’s next generation of global growth leaders. Capital at risk.