Bespoke Equity Portfolio Management
We invest, as a team, in companies that can generate wealth over the long term.
TALKING RESEARCH PODCAST Q4 2023
In this podcast, directors Charlie Macquaker and Roy Leckie discuss the remarkable performance of equity markets in 2023. They also reflect on some of the year’s research trips and ask if the outperformance of the Magnificent Seven has been justified by fundamentals, and if it can continue.
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 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.
(Data as at 31st December 2023)