Welcome to the Scottish Investment Trust
At the Scottish, our high conviction, global contrarian investment approach aims to generate above-average investment returns over the longer term for our investors…
At the Scottish, our high conviction, global contrarian investment approach aims to generate above-average investment returns over the longer term for our investors…
As investors took heart from sizeable new stimulus measures and signs that lockdowns may soon ease, the world’s battered stockmarkets rebounded in April. The S&P 500 recorded its best monthly performance since 1987 – in defiance of economic data and corporate earnings reports.
When it comes to manufacturing, China is the ‘factory of the world’. But with some companies having faced shortages of manufacturing components, will that change? Has Covid-19 exposed flaws in their supply chains?
Even as large-scale disruption in China became evident, investors effectively shrugged. In light of this, we made some timely changes in advance of the current correction.
As contrarian investors, we’re always on the lookout for excessive complacency and, conversely, seeking opportunities where investors have grown too gloomy. In this article, read how we prepared for the current storm...
These are challenging times for many, but it’s important to remember that there’s much to look forward to and plan for. And long-term investing can be useful in the future – for all generations.
A. McKinnon comments on some of the most significant macro events that shaped global stockmarkets, including Brexit, gold, tech stocks and more.
Who we are
We do not attempt to follow investment fashions but instead seek investments in which we can foresee long term upside in share price performance.
News & views
Read our latest news, views and thoughts on a wide range of contrarian investing topics.
How to invest
Shares in The Scottish Investment Trust can be bought and sold in a number of ways. Find out more.
New to investing or investment trusts? Want to explore contrarian investing? Visit our Learning hub.