23rd October 2024
Orbis: Positioning for uncertainty
In this video interview, Alec Cutler reflects on lessons learnt as a lifelong contrarian investor, including a "challenging, scary and exciting" period over the past ten years running the fund.
In this video interview, Alec Cutler reflects on lessons learnt as a lifelong contrarian investor, including a "challenging, scary and exciting" period over the past ten years running the fund.
Investment Specialist Chloé Darling-Stewart discusses SpaceX’s landmark IPO, why we sold Tesla after 13 years, and where we see new opportunities as AI reshapes demand for power.
ASML CEO Christophe Fouquet tells Scottish Mortgage manager Lawrence Burns why, without the firm's extreme ultraviolet (EUV) technology, there would be no AI.
Investment specialist Barry Templeton gives an update on the Managed Fund covering Q2 2026.
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