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Scottish Mortgage shake-up raises further questions about private holdings

By Dave Baxter, Investors Chronicle, March 22, 2023: The Scottish Mortgage Investment Trust (SMT) has lurched into further difficulties, with its chair Fiona McBain stepping down in the wake of a boardroom spat over governance and monitoring of the trust’s sizeable exposure to private companies. The Baillie Gifford trust announced on 21 March that McBain […]

Biotech trust Trump benefit may be shortlived
Governance concerns hang over Baillie Gifford trust despite chair stepping back

By Jessica Tasman-Jones, FT Ignites Europe, 22 March 2023: The resignation of Scottish Mortgage’s chairwoman will not be enough to settle shareholder concerns about the governance of the Baillie Gifford investment trust, analysts say. Fiona McBain will resign from her role following the 2023 annual general meeting and will step down from the board at […]

Scottish Mortgage chair steps down as rebel director promises to reveal board ‘violations’

BY GAVIN LUMSDEN, Citywire Investment Trust Insider, 21 Mar 2023: Fiona McBain, the chair of Scottish Mortgage Trust (SMT), and Amar Bhidé, the rebel non-executive, are both departing as the Baillie Gifford flagship’s board undergoes wholesale changes. McBain, the former Scottish Friendly chief executive who has served as a non-executive director at the trust for […]

Analysts: Scottish Mortgage director likely to exit soon after board bust-up

BY JAMIE COLVIN, Citywire Wealth Manager, 20 Mar 2023: Analysts have said that Amar Bhidé, the director at the centre of a row over Scottish Mortgage Trust (SMT), is still likely to exit soon despite the board trying to reassure the market late on Friday that he had not been pushed out. Bhidé’s explosive comments […]

Buy and hold versus changing style: which fund approach is best?

by Jennifer Hill from interactive investor, 20 March 2023: Some fund managers stick to their knitting irrespective of the wider macroeconomic backdrop; others have more flexibility to change their strategy to respond to market conditions. But which approach is best? Are investors better sticking with funds that adopt a long-term buy and hold strategy or […]

Deep Dive: Banking worries add to already sour European small-cap outlook

Eve Maddock-Jones, Investment Week, 17 March 2023: The ramifications of the biggest banking failure in 15 years, combined with the woes faced by Credit Suisse, have done nothing to help the already grey outlook for European small-caps in 2023. While the US regional banking crisis is not directly a European issue, Peter Kraus, head of […]

Biotech trusts top performance charts in February
Investment trust insider on Scottish Mortgage

Investment trust insider on Scottish Mortgage – James Carthew: Where Scottish Mortgage’s board is falling down Most of the time, the world of investment companies is pretty staid. However, on Friday a boardroom row at Scottish Mortgage (SMT) spilled over into the press and made headlines. A director, Professor Amar Bhidé, told the Financial Times […]

Scottish Mortgage will ‘have to respond’ to PE capabilities concerns

Eve Maddock-Jones, Investment Week, 17 March 2023: Scottish Mortgage is facing its second round of anxiety over private equity exposure this year, following internal concerns about its capabilities to navigate this space. A flagship product of Baillie Gifford, Scottish Mortgage has faced criticism from its own non-executive board member Amar Bhidé, who spoke out against […]

Biotech trusts top performance charts in February
FT: Scottish Mortgage director removed after row over unquoteds

BY GAVIN LUMSDEN, Citywire Investment Trust Insider, 17 March 2023 Amar Bhidé, a non-executive director at Scottish Mortgage Trust (SMT), has told the Financial Times he was removed from the investment trust’s board yesterday after disagreeing with the chair Fiona McBain over appointments and the risks of the trust’s £3.8bn investments in unquoted companies. Bhidé, […]

Investment Trust Insider on Perpetual Income and Growth
Look beyond the dividend heroes

Andrew Courtney, for Investment Week, 15 March 2023: The dividend hero and next generation hero lists published by the AIC are a great marketing tool for the investment companies industry and tend to generate a considerable amount of press attention, despite being a relatively simplistic yardstick (funds that have grown their dividend every year for […]

Biotech trusts top performance charts in February

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