A medium watch.
Surrounded by cool Tron-esque neon graphics, Baillie Gifford’s James Anderson and Tom Slater, co-managers of the Scottish Mortgage Investment Trust, explain their “invest in progress” philosophy in this video.
The pair talk about their long-term holdings, particularly giants such as Tencent and Amazon, which have made unimaginable progress from humble beginnings.
The rapid progress of technology has, they say, facilitated a whole raft of new business models and created some “very special companies”.
Octo Members
Octo
-
Adviser Insight: Joe Young of Masterplan Wealth
14 February 2022 -
Hot Topic: Is this really the beginnings of an ESG bubble?
16 November 2020