Many Happy Returns cover image

Stunted Growth: Scottish Mortgage vs ARK

Many Happy Returns

00:00

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

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app