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Manager insights - Tom Slater
July 2022
Manager insights - Tom Slater
Key Points
Scottish Mortgage aims to find the world’s most exciting and promising underappreciated growth companies, owning them from youth until maturity
The size of the western online companies limits their growth prospects, but not so for their Chinese counterparts
We are optimistic because we invest in strong growth businesses focused on the opportunities arising from fundamental changes within the economy
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