Working Lunch:

A World of Opportunities

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Scottish Mortgage is determined to own the world’s most exceptional growth companies and deliver long-term returns to our shareholders. Having an unconstrained, global mandate helps us on this mission. We see significant amounts of progress being made in every corner of the globe, in both public and private markets. From the digitisation of finance in Latin America and space travel in the U.S, to luxury goods in Europe and technological transformation in South East Asia, we think the growth potential is abundant.

Objectives:

Understand the unique philosophy that sits at the heart of Scottish Mortgage
Understand why long-term structural changes in society are more powerful drivers of change and disruption than macro-economic or geopolitical issues and why it is rational to seek out the exceptional companies driving this change to maximise your chances for growth over decades
Understand why the current environment leaves room for optimism for investors willing to take a long-term, patient view.

Presenters

Katrina Lloyd

Editor-in-Chief, Professional Adviser

Katrina Lloyd has been editor-in-chief of Investment Week, Professional Adviser and Cover since December 2019. Previously, she was editor of Investment Week for eight years and editor of sister titles ifaonline.co.uk and Professional Adviser magazine (now combined into www.professionaladviser.com). Katrina started her journalism career at fundstrategy magazine

Claire Shaw

Investment Specialist Director, Baillie Gifford

Claire joined Baillie Gifford in 2019 as an investment specialist for the Scottish Mortgage Investment Trust. Prior to this since 2014, she was a Portfolio Manager of European Small and Mid Caps at SYZ Asset Management and previously spent six years at Franklin Templeton on the European Equities Team. Claire holds a First Class MA (Honours) degree in Geography from the University of Aberdeen and a Masters (MSc) in Research from the University of Edinburgh.

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