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The Scottish Investment Trust’s Alasdair McKinnon: ‘Value investing will never die’

When it comes to tech bubbles, the fund manager is once bitten, twice shy
The Scottish Investment Trust’s Alasdair McKinnon: ‘Value investing will never die’
  • Alasdair McKinnon goes in search of unloved businesses with solid financials
  • He now suggests ‘boring’ companies could be due a comeback, after the pandemic gave the tech sector its last ‘uber-boost’ of growth

Alasdair McKinnon used to be something of a technology enthusiast. Today, he doesn’t hold a single Big Tech stock in his portfolio.

Studying at Edinburgh University in the 1990s, the manager of FTSE 250 constituent Scottish Investment Trust (SCIN) describes seeing first hand the early days of the web, email and the video game DOOM. Starting his investment career after graduation, he was shocked to discover his office didn’t have internet access.

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