Stunted Growth: Scottish Mortgage vs ARK
Many Happy Returns
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Scottish Mortgage: A Venture Capital Company With a Deep Bench
Scottish mortgage is a super active fund with over 90% active share. The manager who'd run the fund for a long time, James Anderson, retired last year. Tom Slater has taken over and he tries to gauge whether they've got promise or not. One of their spectacular successes was Alibaba but there have been some failures too.
Play episode from 10:45
Transcript
