Scottish Mortgage: manager review
Manager Tom Slater shares highlights, challenges, and explains how the portfolio is well-positioned to take advantage of investment opportunities in the decades ahead. Capital at risk.
Baillie Gifford 21st Nov 2024
Why technical leaders have the advantage in the AI era
Scottish Mortgage manager Tom Slater explains how Meta, Shopify, Roblox and Spotify all benefit from having chief executives with a deep understanding of developing technologies.
Baillie Gifford 24th Sep 2024
Baillie Gifford | Scottish Mortgage Manager Insights: Tom Slater
Manager Tom Slater explains why resiliency and capital efficiency will be rewarded, and what factors make him optimistic for future growth, with private companies on track to deliver. Capital at ri...
Baillie Gifford 16th Jul 2024
Baillie Gifford | Moderna: from Covid vaccines to cancer cures
Scottish Mortgage manager Tom Slater asks Moderna’s chief executive Stéphane Bancel what’s next for its cell-coding science.
Baillie Gifford 16th Jan 2024
Finding new drugs using data science
Recursion Pharmaceuticals CEO and co-founder Chris Gibson tells Scottish Mortgage manager Tom Slater why he believes robots and AI can help find potential drugs faster, cheaper and more effectively...
Baillie Gifford 3rd Apr 2023
Baillie Gifford | Scottish Mortgage Investment Trust: Museum of Progress
Today’s technologies and products are tomorrow’s museum pieces. Why invest in the status quo when you can invest in the future and help shape it? Manager Tom Slater and deputy manager Lawrence Burns e...
Baillie Gifford 3rd Nov 2022
Baillie Gifford | In conversation with the Scottish Mortgage managers
In this webinar, Baillie Gifford’s Tom Slater and Lawrence Burns discuss the evolution of the Scottish Mortgage management team.
Baillie Gifford 16th Mar 2022
Baillie Gifford | Scottish Mortgage – The Next Generation of Winners
Tom Slater, joint manager of Scottish Mortgage Investment Trust, stakes his claim with the industries he thinks the big winners of the future will come from.
Baillie Gifford 23rd Apr 2021
Head in the cloud
Reflecting on his future-gazing session in Seattle with Jeff Bezos, Tom Slater considers the fast-growing Cloud business Amazon Web Services.
Baillie Gifford 10th Jun 2019
Alexa - how big can you get?
When Tom Slater met Jeff Bezos in Seattle recently, the Amazon CEO explained how little he cared about daily market news. Better, he said, to spend his time “living in the future … a wonderful place”.
Baillie Gifford 4th Jun 2019
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