In this AGM film, Lawrence Burns, deputy manager of the Scottish Mortgage Investment Trust, explains that success will be determined by the deep underlying structural changes going on in our world, the brilliance of business models, and the vision of their founders, rather than economic cycles, sector rotations and interest rates.
The managers of Target Healthcare REIT, Civitas Social Housing and Schroder BSC Social Impact explain why caring for the elderly, providing high-quality housing and making real social impact are some of the reasons they most like running their strategies.
The managers of Schroder BSC Social Impact, Civitas Social Housing and Target Healthcare REIT discuss how diversification, extensive due diligence and attention to detail helps them manage risks to their portfolios.
The managers of Schroder BSC Social Impact, Civitas Social Housing and Target Healthcare REIT discuss their strategies, the effect on society and the outlook and opportunities in this rapidly expanding area.
Sophie Earnshaw, co-manager of the Baillie Gifford China Growth Trust, gives an update on the philosophy, positioning and performance of the portfolio since Baillie Gifford took over management of the trust in September 2020.