Charlie Macquaker reflects on 34 years at Walter Scott, sharing insights from his early days to recent research trips in China and Sweden, and discusses the enduring principles that underpin the firm’s investment approach.
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KEY TAKEAWAYS
- Visiting companies and engaging directly with management teams reveals insights that go far beyond desk-based analysis.
- As the current AI frenzy echoes the dotcom days, why healthy scepticism is vital for effective long-term investing.
- China’s rapid infrastructure and technological development is reshaping the global competitive landscape.
- While the investment landscape evolves, discipline, adaptability, and trust in the research process remain fundamental to success.
Important Information
This podcast and transcript are provided for general information only and should not be construed as investment advice or a recommendation. This information does not represent and must not be construed as an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products. This podcast and document may not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstances in which such an offer or solicitation is unlawful or not authorised.
Stock Examples
The information provided in this podcast and transcript relating to stock examples should not be considered a recommendation to buy or sell any particular security. Any examples discussed are given in the context of the theme being explored.
