SMT - SCOTTISH MORTGAGE INVESTMENT TRUST - Share Chat
Scottish Mortgage Investment Trust (SMT) is one of the UK’s largest and most well-known investment trusts, managed by Baillie Gifford. It employs a distinctive long-term, high-conviction growth strategy, investing globally in innovative and often disruptive companies. SMT seeks out businesses with significant growth potential, many of which are unlisted, a notable feature setting it apart. The trust is renowned for its patient capital approach, holding investments for extended periods, and for its early identification of future giants such as Amazon, Tesla, and Moderna. Its portfolio is concentrated but diversified across transformational themes, aiming for substantial capital appreciation over the long run.
Chat about SCOTTISH MORTGAGE INVESTMENT TRUST
Scottish Mortgage (SMT). After a challenging period, what's your take on its current trajectory? With its significant unlisted holdings and focus on disruptive innovation, do you see a clear path to recovery, or are there lingering concerns? Share your insights!