Bespoke Equity Portfolio Management
We invest, as a team, in companies that can generate wealth over the long term.
Talking Research Podcast Q2 2024
AI-driven technologies such as ChatGPT are being adopted at breakneck speeds. Because of this, companies are scrambling to keep up – they need smarter software, stronger networks and better computers. This has created huge opportunities for pioneering firms such as TSMC, ASML and Nvidia. Investment managers Tom Miedema and Jamie Zegleman explore whether these innovative companies will maintain their competitive edge.
Subscribe to Talking Research on Apple Podcasts or Spotify. Or visit our Insights section for more podcasts and articles.
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
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.
IN NUMBERS
(Data as at 30th June 2024)
![Decoration](https://www.walterscott.com/wp-content/themes/walter-scott/images/components/DianeSDawson-Nope.jpg)