Talking Research - Walter Scott
We are Walter Scott. We were established in 1983 to manage bespoke equity portfolios for institutional clients around the world. We undertake in-depth research to find growth companies that have the ability to consistently compound wealth over the long term.
Our team analyses and debates every investment idea with discipline and rigour. We believe that a team approach ensures better investment decisions.
Key to our success is the consistent implementation of our tried-and-tested investment philosophy by an experienced, motivated and collaborative team.
Find out more at https://www.walterscott.com/
Our podcast episodes are intended for institutional investors and consultants only.
Talking Research - Walter Scott
Latest Episodes
Digging Deeper: How Lonza became the most important healthcare company you’ve never heard of
Lonza sits at the nexus of two of the most powerful long-term trends in global healthcare: outsourced drug production and the rise of biologic therapies. In this episode of Digging Deeper, Murdo MacLean sits down with inves...
Why quality still matters
This podcast was recorded on 27 February 2026, prior to recent events in the Middle East.Markets are currently shaped by concentration and powerful narratives, with share prices often drifting far from underlying fundamentals. In this ep...
The AI gold rush: infrastructure, chips and the race to scale
What does AI look like on the ground in California? Fresh from a week on the US West Coast, Investment Manager Tom Miedema shares what he heard in boardrooms and labs – from data centre build‑outs and custom chips to the realities of software a...
