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Stunted Growth: Scottish Mortgage vs ARK
Many Happy Returns
Scottish Mortgage: A High Beta Fund With More Leverage
Scottish mortgage has outperformed ARC over the last five years. But if you look at it year to date this year, Scottish mortgage is below where it was at the start of the year and ARC is up over 30%. So are we starting to see a turnaround here and ARC closing the gap on Scottish mortgage? Well, it is a high beta fund. In other words, it seems to have more leverage to the overall market moves. What you would expect is if growth does bounce back, ARC would outperform Scottish mortgage - which is weird when Scottish mortgage is the fund with gearing.
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