Bespoke Equity Portfolio Management
We invest, as a team, in companies that can generate sustainable wealth over the long term.
Amidst so much uncertainty, our clients and the safety of our staff remain at the forefront of our thoughts and actions. The significance of the news that financial markets have been digesting on a daily basis is unprecedented. No-one can predict the short or medium-term outlook with confidence at this stage. What we can do today is assure you that operationally our business has almost entirely transitioned to remote working and has done so successfully across all areas of the company. As of the beginning of this week, over 85% of our colleagues are working from home. All communications with our clients and suppliers are now conducted by telephone or online with no visitors to our offices.
Our business has always been managed with our clients, first and foremost in mind. We may be working remotely, but that does not lessen that commitment. Like our investment approach, Walter Scott has always been managed conservatively with a focus on resilience and prudence. Those traits and our culture have already demonstrated their value. We will continue to work together to best serve our clients.
As conscientious stewards of your capital, dialogue and communication have a critical role to as we negotiate the challenges ahead, so if you have further questions, please do not hesitate to contact us. Our main switchboard is now closed and so in the first instance your enquiries should be directed to the relevant email address below:
If you need to contact us urgently please call +44(0)131 260 5459
23 March 2020, Edinburgh
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 we believe will best deliver sustainable wealth generation 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 March 2020: estimated AUM figure)