April 2024
Strategy
Pretty, pretty, pretty good
Do investment trusts really protect capital and income against inflation? Let's take a look…
17 Apr
17 Apr
Features
The Brandtech Group: masters of modern marketing
While every company is now clamouring to integrate AI into its offering, digital marketing agency The Brandtech Group has a nine-year head start. Founder and CEO David Jones tells Scottish Mortgage’s Lawrence Burns how he plans to stay ahead of the curve...
05 Apr
05 Apr
December 2023
Features
HelloFresh: changing how people eat forever
Scottish Mortgage’s Lawrence Burns speaks to Dominik Richter, co-founder and chief executive at HelloFresh, about streamlining the journey from farm to front-door, reducing food waste and providing hassle-free meal options for consumers...
22 Dec
22 Dec
Features
NVIDIA: Accelerating AI
NVIDIA’s co-founder Jensen Huang is Silicon Valley’s longest-serving chief executive. But his greatest impact may still be ahead of him, as Scottish Mortgage’s Claire Shaw explains
15 Dec
15 Dec
November 2023
Features
Scottish Mortgage investor webinar: your questions answered
What two questions should an investor ask themselves if a company’s share price goes up? In this recent webinar recording, join Scottish Mortgage’s decision-makers as they answer this and the questions put to them by its shareholders...
17 Nov
17 Nov
Features
Scottish Mortgage: The valuation process for private companies
When valuing private companies, we don’t let investment managers mark their own homework. From a separate valuation team to independent auditors, multiple layers of independent review and approval form a robust approach that does not include the investment managers...
10 Nov
10 Nov
August 2023
Features
Scottish Mortgage manager insights: Tom Slater on embracing discomfort
The market’s enthusiasm for predictability is not in shareholders’ best interests. Tom Slater explains why Scottish Mortgage will not follow the crowd in its pursuit of long-term returns...
18 Aug
18 Aug
Features
Scottish Mortgage on investing in private companies
Private companies offer some of the most exciting growth opportunities available. But as Scottish Mortgage’s deputy manager Lawrence Burns explains, that’s only one of four key reasons the Trust invests in them...
07 Aug
07 Aug
May 2023
Features
UPSIDE Foods: why the vegan founder is championing meat
The way meat gets onto our plates is unpalatable for many. UPSIDE Foods plans to change that as Scottish Mortgage’s Claire Shaw discovers...
26 May
26 May
Features
Recursion Pharmaceuticals: creating maps of human biology
Discovering new medicines involves exploring the frontiers of biology and chemistry. But it’s also a ‘big numbers’ problem as Scottish Mortgage’s Claire Shaw discovers...
05 May
05 May
March 2023
Features
Denali Therapeutics: rising to the challenge of brain disease
Scottish Mortgage manager Tom Slater talks to Ryan Watts, CEO and Co-Founder of Denali Therapeutics, about the company’s mission to tackle brain disease...
24 Mar
24 Mar
Features
MercadoLibre: bridging the digital divide
Scottish Mortgage deputy manager Lawrence Burns speaks to Pedro Arnt, CFO of MercadoLibre, to find out how the company combines innovation and iteration to democratise commerce and access to financial services...
10 Mar
10 Mar
November 2022
Strategy
Cry havoc!
Lessons from a year in which an already troubled world was savaged by the dogs of war...
30 Nov
30 Nov
Features
Scottish Mortgage stock stories: Redwood Materials
The transition to electric transportation is key for tackling climate change. Claire Shaw discusses how challenges facing this sector make battery recycling companies like Redwood Materials worth investing in...
25 Nov
25 Nov
Features
Scottish Mortgage Investment Trust: Museum of Progress
Today’s technologies and products are tomorrow’s museum pieces. Why invest in the status quo when you can invest in the future and help shape it? Manager Tom Slater and deputy manager Lawrence Burns explain more...
11 Nov
11 Nov
October 2022
Strategy
Money for nothing
Debt measured at fair value has had a positive impact on NAV returns for a number of investment trusts this year...
26 Oct
26 Oct
Fund Research
Scottish Mortgage
SMT’s discount may prove attractive for a long-term investor willing to accept the ups and downs of a high growth strategy…
18 Oct
18 Oct
April 2022
Features
Buying into private companies
Businesses are staying private for longer, creating more opportunities to invest in the likes of SpaceX, Epic Games and Stripe, which are yet to appear on stock markets. Peter Singlehurst, head of Baillie Gifford’s Private Companies Team, explains why...
22 Apr
22 Apr
Features
Scottish Mortgage - The Power of People
Scottish Mortgage deputy fund manager Lawrence Burns explains how access to the brightest minds in entrepreneurship and academia allows him and his team to invest in the leading companies of the future...
08 Apr
08 Apr
February 2022
Strategy
Getting in on the act: Private markets
Private markets could be the next big opportunity for investors…
02 Feb
02 Feb
Features
Scottish Mortgage: Long-term investing for transformative change
In this recent Scottish Mortgage Investment Trust webinar, deputy manager Lawrence Burns discussed growth stocks, volatility, and why the progress of Moore’s Law remains a positive for innovative companies...
11 Feb
11 Feb