Are Scottish Mortgage’s unquoted valuations ‘detached from reality’?
Unlisted holdings have not been written down to the same extent as listed stocks, giving rise to concerns of a disconnect
Scottish Mortgage
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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
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Fundsmith and Scottish Mortgage top sales chart despite anti-growth sentiment
While trio of Russian mining firms among most-bought equities for the second month in a row
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Scottish Mortgage lands buy rating despite starting 2022 with 15% fall
‘Taking a contrarian view, the shares are starting to look interesting’
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Scottish Mortgage lifts borrowings by another £300m
‘At present, competition for capital in the Scottish Mortgage portfolio is intense’
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Baillie Gifford investment trusts prepare for more IPOs in 2022
Several Scottish Mortgage and Schiehallion holdings made financing announcements over the festive period
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Scottish Mortgage spikes 25% as James Anderson moves into the final lap
Moderna replaces Tencent as £22bn trust’s largest holding
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Scottish Mortgage bags gold rating from Morningstar ahead of James Anderson’s retirement
£19.1bn trust’s top rating reinstated thanks to falling fund fees
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Baillie Gifford late stage growth trust sees another holding eye US listing
New addition to Scottish Mortgage’s unquoted portfolio also hints at possible IPO 18 months down the line
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Scottish Mortgage hikes borrowings by £200m as assets continue to climb
James Anderson’s trust saw assets double from £9.2bn to £18.3bn in the year to the end of March
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Trailblazer Scottish Mortgage sparks trend of equity trusts upping unlisted exposure
Baillie Gifford is not the only manager looking to boost exposure to private companies
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Chrysalis and Scottish Mortgage set for boost as Wise preps for £9bn IPO
Money transfer app makes up over 8% of Richard Watts and Nick Williamson’s late-stage company trust