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‘Most businesses would benefit from more intelligence’: Tom Slater

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Manage episode 397027498 series 124416
Indhold leveret af Investors' Chronicle. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Investors' Chronicle eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In our latest IC Interviews episode, funds editor Dave Baxter sits down with Tom Slater, manager of the Scottish Mortgage Investment Trust.


With a simple philosophy of maximising returns over the long-term, and having secured a 300 per cent return in the 10 years to January 2024, Scottish Mortgage Investment Trust is best known for acquiring ownership of some of the world’s top growth companies. However, it’s not immune to volatility and the past few years has seen a downturn in the growth of its portfolio.


In this episode, Dave Baxter and Tom discuss the troubles the portfolio has faced, the performance and scope of AI stocks, the allure of China, non-conformist business leaders, and more.


This episode was recorded on Monday 15 January.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

1010 episoder

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iconDel
 
Manage episode 397027498 series 124416
Indhold leveret af Investors' Chronicle. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Investors' Chronicle eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In our latest IC Interviews episode, funds editor Dave Baxter sits down with Tom Slater, manager of the Scottish Mortgage Investment Trust.


With a simple philosophy of maximising returns over the long-term, and having secured a 300 per cent return in the 10 years to January 2024, Scottish Mortgage Investment Trust is best known for acquiring ownership of some of the world’s top growth companies. However, it’s not immune to volatility and the past few years has seen a downturn in the growth of its portfolio.


In this episode, Dave Baxter and Tom discuss the troubles the portfolio has faced, the performance and scope of AI stocks, the allure of China, non-conformist business leaders, and more.


This episode was recorded on Monday 15 January.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

1010 episoder

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