Baillie Gifford's Tom Slater, co-manager of the £6.7bn Scottish Mortgage investment trust with James Anderson, recently explained to clients at the trust's Annual Investor Forum why there is more to come from the vehicle's largest positions after a strong run.
He said as value investing now appears to be overtaking a more growth-orientated approach, and Scottish Mortgage continues to be one of the top performing trusts in the closed-ended universe, it is understandable...
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