Scottish Mortgage pushed over unquoteds limit after shares battered by cyclical rally
Private holdings now account for 30.4% of total assets, according to Jefferies
Private holdings now account for 30.4% of total assets, according to Jefferies
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Moderna replaces Tencent as £22bn trust’s largest holding
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Co-manager Tom Slater says far longer periods are required to assess the strength of investment approach
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Oracle of Omaha has returned 508% in pounds and pence compared with Scottish Mortgage’s 1,928% gains
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II says incoming deputy manager Lawrence Burns is an ‘ideal fit’ for the £17bn trust
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Scottish Mortgage boss ‘lukewarm’ about food delivery platform’s ability to replicate the success of Meituan and Delivery Hero
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Style drift, bad stock-picking and misinterpreting the investment process are the main risks when an established manager passes the baton
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This is ‘the highest profile investment trust fund manager departure in living memory’
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Tom Slater will continue to run Scottish Mortgage with Lawrence Burns becoming deputy manager on the £16.5bn trust
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Managers James Anderson and Tom Slater sliced their stake in Elon Musk’s EV company to 5.1% at the end of January
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‘If there is a potential investor who can write the whole cheque… that is the phone call I will make first’
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Zoom’s share price has increased over fivefold thanks to the Covid crisis
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