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Stunted Growth: Scottish Mortgage vs ARK
Many Happy Returns
Scottish Mortgage and ARC: A Comparison
Scottish mortgage buys unlisted stocks which are meant to displace the existing titans of industry. Any trend that's in society, they try to get ahead of it - for example, online shopping in China. They've now cut back on their Chinese exposure. But every trend that you could possibly imagine, they're trying to get Ahead of it and find the single best company that embodies that trend. It just pushes all of my nerdy buttons because it's got things like companies which sequence an entire genome in a day or companies which like SpaceX have revolutionised the ability to launch things into space.
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