The Scottish Investment Trust - Contrarian approach paying off in tough times
The Scottish Investment Trust (SCIN) employs a high-conviction, global contrarian approach, aiming to deliver long-term, above-average returns via capital growth and rising income. It seeks to do this by ignoring the crowd, anticipating change and identifying a diversified portfolio of undervalued international stocks that will benefit when change comes. Manager Alasdair McKinnon views minimising losses during turbulent episodes as a key part of maximising long-term returns. Current positioning, implemented ahead of the severe market weakness triggered by the COVID-19 crisis, is thus intended to preserve capital and ride out the volatility. This pre-emptive approach has paid off, as the trust has outperformed during the downturn.Scottish Investment Trust is a self-managed investment trust and is an investment company. Co. invests in an integrated global portfolio constructed through an investment process whereby assets are primarily allocated on the basis of the investment merits of individual stocks rather than those of regions, sectors or themes. Co.'s wholly owned subsidiary, S.I.T. Savings Limited, is its alternative investment fund manager. As of Oct 31, 2017, Co.'s investments were values at £801.3 million.
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