October 2024

Portfolio Update Q3 2024

Investment Specialist Hamish Maxwell delivers an update on the portfolio’s positioning, including allocation to Chinese companies, some private holdings, artificial intelligence, and the latest buys and sells.

Related insights

October 2024
Video
7 minutes

Change Drives Growth: Introduction

Tom Slater explains why the theme ‘Change Drives Growth’ is fundamental to the Scottish Mortgage philosophy.
October 2024
Video
27 minutes

Private Companies: Primary Capital is Purposeful Capital

On why owning public and private companies in one fund is a unique proposition. Plus updates on SpaceX, Northvolt, blockchain.com and more.
October 2024
Video
37 minutes

Wise: Money Without Borders

Co-founder and CEO of digital payments platform Wise explains how a customer-centric approach is helping revolutionise global money movement.
September 2024
Video
9 minutes

Portfolio Update

Despite macroeconomic factors, Scottish Mortgage managers remain optimistic about the growth potential of portfolio companies, driven by technological progress and innovation.
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