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Scottish Mortgage Investment Trust – Resolute Investors Part 2

James and Tom continue their discussion, moving on to talk through portfolio companies which are at the forefront of significant change in their industries.

Recorded in November 2018.

29 November 2018

Scottish Mortgage Investment Trust – Resolute Investors Part 1

James Anderson and Tom Slater discuss some of the key investment lessons they have learnt and how these impact the distinctive way in which they invest for Scottish Mortgage.   

Recorded in November 2018.

29 November 2018

India Capital Growth Fund – Investing in the engine room of India

From the ground in India, learn more about the Capital Growth Fund advisory team’s investment process and get to know some of their investee companies.

Recorded on 28 September 2018.

28 November 2018

Baillie Gifford Stock Stories: Spotify

European company Spotify is on its way to becoming a global leader. James Anderson, joint manager of Scottish Mortgage, shares his enthusiasm for Spotify and its founder. 

Recorded on 1 February 2018.

23 November 2018

Baillie Gifford Stock Stories: Airbnb

Tom Slater, joint manager of Scottish Mortgage, shares his enthusiasm for the home rental company and highlights where he sees opportunities for the company to create value.  

Recorded on 1 February 2018.

23 November 2018

Baillie Gifford Stock Stories: Amazon

James Anderson, joint manager of Scottish Mortgage, shares why he is enthusiastic about investing in Amazon and why he believes it will remain a dominant company in the future.  

Recorded on 1 February 2018.

23 November 2018

Baillie Gifford Stock Stories: Alibaba & NIO

James Anderson, joint manager of Scottish Mortgage, shares his thoughts on Chinese car company NIO and the founder-driven, Chinese giant retailing platform, Alibaba.

Recorded on 1 February 2018.

23 November 2018

Tetragon Financial Group explained

What is it? Why do you do it? How do you do it? Paddy Dear, co-founder of Tetragon Financial, gives an overview of this unique investment company.  

21 November 2018

Meet the manager – Martin Currie Global Portfolio Trust

Hear thoughts from Zehrid Osmani, Portfolio Manager of the Martin Currie Global Portfolio Trust, in this short video interview.

19 November 2018

Japan Trust Manager update

Matthew Brett, lead manager of the Baillie Gifford Japan Trust, provides an update on the trust and the wider Japanese investment environment in which it operates. 

19 November 2018

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