Scottish Mortgage Refines Hunt For Market Leaders

Scottish Mortgage Investment Trust lead manager Tom Slater told Merryn Talks Money this week that the FTSE-listed trust is doubling down on a long-horizon, high-conviction strategy across public and private holdings. He said the team prioritizes large addressable markets, founder-led leadership, and reinvestment at high returns while accepting short-term drawdowns amid higher rates. The approach aims to capture structural growth despite valuation volatility.