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.

Transcript

Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.