Bespoke Equity Portfolio Management
We invest, as a team, in companies that can generate wealth over the long term.
Talking Research Podcast Q1 2024
In a wide-ranging discussion, Investment Managers Des Armstrong and Alan Edington debate the ongoing concentration of US markets, Japan’s impressive start to the year as well as trips to Denmark and LA to meet with, amongst others, healthcare, entertainment and medtech businesses. AI was the recurring theme throughout the discussion albeit there are question marks around how and, crucially, when this technology reaches meaningful scale.
Talking Research is now also available on Apple Podcasts and Spotify.
WHO WE ARE
We are Walter Scott. We were established in 1983 to manage bespoke equity portfolios for institutional clients around the world. We undertake in-depth research to find growth companies that have the ability to consistently compound wealth over the long term.
Our team analyses and debates every investment idea with discipline and rigour. We believe that a team approach ensures better investment decisions.
Key to our success is the consistent implementation of our tried-and-tested investment philosophy by an experienced, motivated and collaborative team.
OUR CLIENTS
Our clients are as global as our investment universe. We manage equity portfolios for institutional clients around the world, including public and private pension funds, endowments, foundations, family offices, insurers and financial organisations.
We also sub-advise a number of distribution partner funds in the US, Canada, Europe, the UK, Asia and Australia.
IN NUMBERS
(Data as at 31st March 2024)