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Stunted Growth: Scottish Mortgage vs ARK
Many Happy Returns
Kathy Wood's Unchangeable Story
Scottish mortgage is 96% North America and has a US exposure of 48%. The fund used to have more Chinese stocks, I think, but now they've got those as well. And if you look at the sectors that they're into, so they both have a big tilt towards health care. That Scottish mortgage is quite a bit more global.
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