Scottish Mortgage
- Mar- 2023 -27 MarchBanking
What on earth is going on in Scottish Mortgage‽
I had a Friday Briefing fully drafted and ready to submit much earlier today in an attempt to try and…
Read More » - 26 MarchBanking
Ex-Scottish Mortgage director Amar Bhidé goes to FCA with concerns
In a LinkedIn post, Bhidé said: “I believe I fulfilled my duty to stockholders by attempting to make public my…
Read More » - 23 MarchBanking
Stifel calls out Baillie Gifford for ‘poor’ disclosure around unlisted holdings
Analysts William Crighton, Iain Scouller and Sachin Saggar wrote in a research note that while the firm provides “plenty of…
Read More » - 21 MarchBanking
Scottish Mortgage chair McBain to exit amid board ‘refreshment’
In a London Stock Exchange notice today (21 March), the trust said that Justin Dowley, a current senior independent director…
Read More » - 17 MarchBanking
Scottish Mortgage will ‘have to respond’ to PE capabilities concerns
A flagship product of Baillie Gifford, Scottish Mortgage has faced criticism from its own non-executive board member Amar Bhidé, who…
Read More » - 17 MarchBanking
Scottish Mortgage board clashes over governance and unlisted issues
The Financial Times reported that non-executive director Amar Bhidé clashed with chair Fiona McBain at the trust’s board meeting on…
Read More » - Feb- 2023 -9 FebruaryBanking
Scottish Mortgage ‘under pressure’ due to stretched private assets exposure
As a result of public equity market falls, particularly among the growth stocks that the trust focuses on, the unlisted…
Read More » - 6 FebruaryBanking
Baillie Gifford suffers £113bn assets fall in 2022 following growth rout
The Edinburgh-based asset manager, a prominent growth investor, saw its assets drop by a third, from £336bn at the end…
Read More » - Jan- 2023 -19 JanuaryBanking
Scottish Mortgage breaches 30% PE limit for second time in nine months
As of 31 December 2022, the private investment exposure was 30.7% of total assets, which equates to 35.9% of net…
Read More » - 4 JanuaryBanking
Fundsmith Equity sees out 2022 as most bought fund
Vanguard maintained its lead in the top ten funds category, holding six of the seven top spots on the open-ended…
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