ScotGems – manager interview

Published on 21 October 2021

In this interview Tom Prew, manager of ScotGems (SGEM), explains:

•Why the investment trust structure is ideal for investing in smaller global emerging markets companies.
•An example of SGEM’s investment process in a cash-generative, family-controlled diagnostics business.
•Why SGEM is heavily underweight China.
•The geographic diversification in quality businesses.
•The recent strong performance trend.

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