Bespoke Equity Portfolio Management
We invest, as a team, in companies that can generate sustainable wealth over the long term.
Our clients and the safety of our staff remain at the forefront of our thoughts and actions in these extraordinary times. Across the globe, government measures to contain the Covid-19 pandemic have inevitably brought about massive economic and social disruption. Ultimately, this crisis will pass, but the short and medium-term outlook remains highly uncertain.
Operationally, our business has almost entirely transitioned to remote working, and has done so successfully across all areas of the company. Virtually all of our colleagues are working from home, and all communications with our clients and suppliers are now being conducted by telephone or online.
We have always run our business with our clients first and foremost in mind. We may be working remotely, but that does not lessen our commitment to that principle. As with our investment approach, Walter Scott has always been managed conservatively with a focus on resilience and prudence. These attributes and our culture have already demonstrated their value through past crises. We will continue to work together to best serve our clients during this volatile and uncertain period.
As conscientious stewards of your capital, dialogue and communication are critical as we negotiate the challenges ahead, so if you have any questions, please do not hesitate to contact us. Our main switchboard is now closed, so in the first instance, your enquiries should be directed to the relevant email address below:
8 April 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)