Funds & ETFs 

Why UK retail is the ultimate contrarian play

Why UK retail is the ultimate contrarian play

Scottish Investment Trust (SCIN) has undergone a contrarian transformation under new manager Alasdair McKinnon. Since officially taking over the underperforming global trust in February 2015 he has implemented a "high-conviction global contrarian approach", slashing the portfolio from 98 holdings to just 57, and replacing popular US technology stocks with a cohort of "ugly ducklings".

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