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.
Episodes
13 episodes
Navigating Trump's Tariffs
Curious about how Walter Scott is charting a course through volatile stock markets? In this podcast, Investment Manager AJ Kyle and Executive Director Roy Leckie delve into three critical areas:Stock-by-stock scrutiny: Evalua...
•
31:36
On the Road: Fastenal's frugal formula
How did one man’s prudent attitude spark a multibillion-dollar business empire? On a recent trip to the US, investment analyst Dr Oriana Beaumont visited Fastenal to understand how the industrial giant is still driven by its founder’s razor-sha...
•
18:29
Japan's Under-The-Radar Innovators
Japan has a rich heritage in robotics, consumer electronics and the automotive industry. But where are the next growth opportunities? Investment Manager Lucia Gibbard went to Japan to find out. In the foothills of Mount Fuji, r...
•
23:12
India's enticing domestic growth story
For businesses and investors with a global perspective, the immense size of India’s economy, combined with its impressive rate of economic growth, makes it critical to understand. Investment analyst Connor Graham discusses his recent trip to th...
•
22:20
Talking Research: Challenging Thinking on China
A visit to China highlights the perils of making generalisations about such a vast and complex country. Investment manager Paul Loudon reports back from the bright lights of Chengdu, Chongqing and Hong Kong whilst investment manager AJ Kyle pro...
•
19:40
Talking Research Q2 2024 Update
AI-driven technologies such as ChatGPT are being adopted at breakneck speeds. Because of this, companies are scrambling to keep up - they need smarter software, stronger networks and better computers. This has created huge opportunities f...
•
18:45
Talking Research Q1 2024 Update
For investment professionals onlyIn a wide-ranging discussion, Investment Managers Des Armstrong and Alan Edington debate the ongoing concentration of US markets, Japan’s impressive start to the year as well as trips to Denmark and LA t...
•
22:49
Talking Research Q4 2023 update
For investment professionals onlyIn our latest quarterly podcast, Walter Scott's Directors Charlie Macquaker and Roy Leckie discuss the remarkable performance of equity markets in 2023. They also reflect on some of the year’s research t...
•
16:07
Talking Research: On the road in Asia
For investment professionals onlyIn our latest podcast, we hear from Walter Scott's Head of Research and Investment Manager Alan Lander, Investment Manager Fraser Fox and Investment Analyst Michael Scott, who’ve all recently returned fr...
•
25:07
Talking Research Q3 2023 update
For investment professionals onlyIn Walter Scott's latest quarterly podcast, Investment Manager Paul Loudon considers current goings-on in China and why, in his view, the picture there is not all doom and gloom. He also shares insights ...
•
19:43
Talking Research: On the road in Taiwan and China
For investment professionals onlyIn this episode, Walter Scott Investment Managers Des Armstrong and Tom Miedema discuss their recent research trip to China and Taiwan. With ongoing headlines around geopolitical tensions and the end of ...
•
21:39