In our latest IC Interviews episode, funds editor Dave Baxter sits down with Tom Slater, manager of the Scottish Mortgage Investment Trust.
With a simple aim of maximising returns over the long-term, and having secured a 300 per cent return in the 10 years to January 2024, Scottish Mortgage Investment Trust is best known for buying into the world’s top growth stocks. However, it’s not immune to volatility and the past few years have seen a downturn in the performance of its portfolio.
In this episode, Dave Baxter and Tom discuss the portfolio's troubles, the performance and scope of AI stocks, the allure of China, non-conformist business leaders, and more.
This episode was recorded on Monday 15 January.
