Edison Investment Research - Scottish Oriental Smaller Companies Trust PLC (SST) Review: Quality and growth from Asian small-caps

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Edison Investment Research

Review: Quality and growth from Asian small-caps

Scottish Oriental Smaller Companies Trust (SST) is one of the longest-established Asian trusts, and one of only two in its sector with a specialist smaller companies focus. It invests mainly in companies of US$1.5bn or less, drawn from across Asia (excluding Japan and Australasia), with the aim of achieving long-term capital growth. Portfolio construction is mainly driven by stock selection, focusing on quality companies with competitive advantages and stable earnings growth potential. Following the forthcoming division of management group First State Stewart into two companies, SST will come under the FSS Asia umbrella but will continue to be managed by Wee-Li Hee, now assisted by Martin Lau and Scott McNab.

25/06/2015 8 EN

Underlying

Scottish Oriental Smaller Companies Trust PLC

Scottish Oriental Smaller Companies Trust is an investment trust. Co. invests mainly in the shares of smaller Asian quoted companies. For investment purposes, the investment region includes China, Hong Kong, India, Indonesia, Malaysia, Pakistan, Philippines, Singapore, South Korea, Sri Lanka, Taiwan, Thailand and Vietnam. As of Aug 31 2017, Co.'s investment portfolio totaled £338.4 million.

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GB0007836132 London Stock Exchange United Kingdom

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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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Review: Quality and growth from Asian small-caps

Scottish Oriental Smaller Companies - Asian small-cap specialist, unloved asset class

1 director bought

Scottish Oriental Smaller Companies - Small-cap specialist, repositioned for growth

Basilea Pharmaceutica - Cresemba milestone payments continue to roll in

AAC Clyde Space - Solid start to the year with further order growth

Tinexta - Typical seasonality in Q124

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