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.
Podcasting since 2023 • 16 episodes
Talking Research - Walter Scott
Latest Episodes
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...
•
22:09
Lessons from a life in equity investing
Charlie Macquaker reflects on 34 years at Walter Scott, sharing insights from his early days to recent research trips in China and Sweden, and discusses the enduring principles that underpin the firm’s investment approach.Visiting c...
•
25:49
Future of payments: stablecoins to AI agents
Stablecoins are now bypassing banks, AI agents are making purchases and global payments are accelerating rapidly. Jamie Zegleman discusses the technologies reshaping the payments landscape, cross‑border flows, and everyday commerce....
•
22:54