reports
- Pedro Fonseca
The Scottish Investment Trust - Termination of coverage
Edison Investment Research is terminating coverage on FinLab (A7A), The Scottish Investment Trust (SCIN), and Telix Pharmaceuticals (TLX). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant.
- Pedro Fonseca
The Scottish Investment Trust - Portfolio reset for a ‘multi-year reco...
The Scottish Investment Trust (SCIN) seeks to provide investors with above-average long-term returns, by investing in undervalued international companies. The trust also targets regular dividend growth ahead of UK inflation. SCIN’s team, led by manager Alasdair McKinnon, are contrarian, value-focused investors who believe the market is significantly underestimating the strength of the post-pandemic recovery and its capacity to support cyclical and value-type stocks. In February, he revamped the ...
Scottish Investment Trust: 2 directors bought
Two Directors at Scottish Investment Trust bought 4,044 shares at between 711p and 719p. The significance rating of the trade was 51/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the...
- Pedro Fonseca
The Scottish Investment Trust - Keeping income flowing in a dividend d...
The Scottish Investment Trust (SCIN) aims to give investors an accessible, low-cost way to invest in undervalued international companies, while boosting returns through the provision of a growing dividend. The manager, Alasdair McKinnon, adopts a highly differentiated contrarian approach via a portfolio that is diversified across regions and sectors. SCIN has delivered solid long-term performance in absolute terms and consistent outperformance of UK equities. McKinnon believes the global market ...
- Pedro Fonseca
The Scottish Investment Trust - Contrarian approach paying off in tou...
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,...
- Pedro Fonseca
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 investo...
- Pedro Fonseca
The Scottish Investment Trust - Golden opportunities for contrarian f...
The Scottish Investment Trust (SCIN) seeks to ignore the ‘madness of crowds’ and invest in deeply unloved areas of the global stock market, where recovery potential has been overlooked by the majority of investors. Absolute returns have been strong year to date (1 January to 31 August 2019), with share price and NAV total returns of more than 10%. However, performance has lagged the strong rebound in global indices, which have been driven by a relatively narrow range of highly valued stocks...
The Scottish Investment Trust PLC: Net Asset Value(s)
The Scottish Investment Trust PLC (SCIN) The Scottish Investment Trust PLC: Net Asset Value(s) 13-May-2019 / 14:47 GMT/BST Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. To:Â Â Â Â Â Â Â Â Â Â Â RNS From:Â Â Â Â Â Â Â The Scottish Investment Trust PLC LEI: Â Â Â Â Â Â Â Â Â 549300ZL6XSHQ48U8H53 Date:Â Â Â Â Â Â Â Â 13 May 2019 Â Â Â Net asset values per share (NAVs) at 10 May 2019 Â Â Â Â Â ...
The Scottish Investment Trust PLC:
The Scottish Investment Trust PLC (SCIN) The Scottish Investment Trust PLC: 10-May-2019 / 15:00 GMT/BST Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. To:Â Â Â Â Â Â Â Â Â Â Â RNS From:Â Â Â Â Â Â Â The Scottish Investment Trust PLC LEI: Â Â Â Â Â Â Â Â Â 549300ZL6XSHQ48U8H53 Date:Â Â Â Â Â Â Â Â 10 May 2019 Â Â Â Net asset values per share (NAVs) at 9 May 2019 Â Â Â Â Â Cum - inco...
- Sarah Godfrey
The Scottish Investment Trust - Growth and income from a contrarian p...
The Scottish Investment Trust (SCIN) seeks to provide investors with capital growth and a growing income, by investing in companies around the globe that are unloved by the majority of investors. The core of its portfolio (74% at 31 October 2018) is in ‘ugly ducklings’ – stocks that are both out of favour and operationally challenged – as lead manager Alasdair McKinnon says these can generate higher than average returns over the longer term. Because of its contrarian style, SCIN has no b...
- Sarah Godfrey
The Scottish Investment Trust - Daring to be different
The Scottish Investment Trust (SCIN) seeks to avoid the ‘madness of crowds’, investing away from the herd in stocks that may be entirely out of favour with the market (‘ugly ducklings’), on the verge of significant improvement (‘change is afoot’), or still undervalued despite being more widely appreciated (‘more to come’). This leads manager Alasdair McKinnon and his team into areas of the market such as banks, food retail and oil companies, which have been somewhat left behind i...
- Sarah Godfrey
Greater conviction for global contrarian
The Scottish Investment Trust (SCIN) invests globally, with the aim of achieving capital appreciation and above-inflation dividend growth. A self-managed trust with a 130-year history, SCIN follows a contrarian investment style, with a high conviction portfolio of 50-100 stocks drawn from three categories: ‘ugly ducklings’, ‘change is afoot’ and ‘more to come’. The four-strong management team, led by Alasdair McKinnon, uses behavioural finance techniques to exploit the tendency of investors to ‘...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
- Sarah Godfrey
Contrarian approach begins to reap rewards
The Scottish Investment Trust (SCIN), founded in 1887, is a self-managed global equity investment trust. It has recently taken steps to modernise and streamline its operations, and in October 2015 put in place a focused, contrarian investment process under a new management team. It aims to exploit the behavioural biases of market participants by identifying three types of company: the very out-of-favour; those where improvements have not been appreciated by the consensus; and good companies that...
- Sarah Godfrey
Contrarian approach begins to reap rewards
The Scottish Investment Trust (SCIN), founded in 1887, is a self-managed global equity investment trust. It has recently taken steps to modernise and streamline its operations, and in October 2015 put in place a focused, contrarian investment process under a new management team. It aims to exploit the behavioural biases of market participants by identifying three types of company: the very out-of-favour; those where improvements have not been appreciated by the consensus; and good companies that...
- Sarah Godfrey
Contrarian approach begins to reap rewards
The Scottish Investment Trust (SCIN), founded in 1887, is a self-managed global equity investment trust. It has recently taken steps to modernise and streamline its operations, and in October 2015 put in place a focused, contrarian investment process under a new management team. It aims to exploit the behavioural biases of market participants by identifying three types of company: the very out-of-favour; those where improvements have not been appreciated by the consensus; and good companies that...
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