Report

The Scottish Investment Trust - Executive Interview

adopts a contrarian approach to investing in companies around the world, seeking to ignore the ‘madness of crowds’ and instead invest in deeply unloved areas of the stock market, where recovery potential has been overlooked by the majority of investors. It aims to reward shareholders with above-average returns over the long term and to achieve dividend growth ahead of UK inflation.

In this Alasdair McKinnon, manager of The Scottish Investment Trust, explains what being a contrarian investor means in practice and how this is facilitated by being independent of any fund management group. He also highlights some of the out-of-favour areas of the global stock market where he is currently finding attractive investment opportunities.
Underlying
Scottish Investment Trust PLC

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.

Provider
Edison Investment Research
Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts
Pedro Fonseca

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