JUST LAUNCHED: Priming Portfolios - Outlooks 2025 Edition

Walter Scott

since 1983
  • 51-200 employees
  • Investment Management

Walter Scott

We are Walter Scott. We were established in 1983 to manage bespoke equity portfolios for institutional clients around the world. We undertake in-depth research to find growth companies that have the ability to consistently compound wealth over the long term.

Our team analyses and debates every investment idea with discipline and rigour. We believe that a team approach ensures better investment decisions.

Key to our success is the consistent implementation of our tried-and-tested investment philosophy by an experienced, motivated and collaborative team.

Find out more at https://www.walterscott.com/

Our posts and content on LinkedIn are intended for institutional investors and consultants only.

Expertise

Investment Management, Equity investing, and Asset Management

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TALKING RESEARCH: JAPAN’S UNDER-THE-RADAR INNOVATORS
  • 2 months ago

Japan has a rich heritage in robotics, consumer electronics and the automotive industry. But where are the next growth opportunities? Investment Manager Lucia Gibbard went to Japan to find out.

By Walter Scott In Macro, Equities, Thematic / Megatrends
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FROM THE ARCHIVE: MICROSOFT
  • 2 months ago

When making judgements about the future we often revisit our research records. It is important to consider how a company has fared through past challenges and market cycles. Looking back is also of...

By Walter Scott In Equities, Thematic / Megatrends
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SHORT-TERM NEWS: LONG-TERM THINKING
  • 2 months ago

We are becoming accustomed to daily moves in share prices, prompted by short-term news with varying degrees of credibility. Such developments shouldn’t cloud our view on a company’s long-term prosp...

By Walter Scott
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THE GOLDEN AGE
  • 2 months ago

Tempests or fair winds? Roy Leckie, Executive Director, looks at some of the trends and developments that might shape the equity environment in the months ahead.

By Walter Scott In Equities, Thematic / Megatrends, Sustainability
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ASML – THE FUTURE IS AI
  • 4 months ago

ASML’s most recent results sparked volatility across the tech sector. Were investors right to be worried? Investment manager Tom Miedema visited the “the most important tech company you’ve never h...

By Walter Scott In Equities, Thematic / Megatrends
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WHAT NEXT FOR SHAREHOLDER RIGHTS?
  • 4 months ago

Is the company AGM “a frivolous waste of time” as Jamie Dimon claims? From Brooklyn to Milan, Alan Edington considers the increasingly heated debate around shareholder rights.

By Walter Scott In Equities
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TALKING RESEARCH: INDIA’S ENTICING DOMESTIC GROWTH STORY
  • 5 months ago

For businesses and investors with a global perspective, the immense size of India’s economy, combined with its impressive rate of economic growth, makes it critical to understand. Investment analys...

By Walter Scott In Macro, Equities, Emerging Markets
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LOOKING BEYOND THE HEADLINES: ON THE ROAD IN CHINA
  • 5 months ago

China’s days of turbocharged growth may be a thing of the past, but the country’s economic evolution has put it in the vanguard of some powerful long-term growth trends. A research trip to two of C...

By Walter Scott In Equities, Emerging Markets
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A HEALTH CHECK ON THE MEDTECH INDUSTRY
  • 6 months ago

From robots in operating theatres to heart valve replacements, there have been many remarkable innovations in medical technology. However, such success does not come without challenges. Des Armstro...

By Walter Scott In Macro, Equities, Thematic / Megatrends
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