STMZF News and Press, Scottish Mortgage Investment Trust Plc

2024-06-13 10:00:00 ET Summary Scottish Mortgage (STMZF) is up 76% over the past five years but remains 41% below its 2021 peak. The trust's investment strategy continues to bode well for future performance, with a recent 10% increase in shares. The trust's portfolio looks att...

2024-03-19 03:10:36 ET Summary Scottish Mortgage Investment Trust's share price has increased by 27% since last year. The trust plans to make £1 billion available for share buybacks over the next few years. The trust's decision to focus on share buybacks raises questions ...

2023-10-18 04:56:37 ET Summary Scottish Mortgage Investment Trust is a closed-end fund managed by Baillie Gifford with a focus on exceptional growth companies. The fund has unique access to private investments, with approximately 30% of its portfolio allocated to leading private c...

2023-08-23 19:49:00 ET Summary The UK Dividend Stocks Portfolio invests exclusively in dividend-paying FTSE All-Share stocks. Short-term returns can be extremely misleading because they are driven by the emotional ups and downs of short-term investors rather than the real-world pr...

2023-07-10 15:46:21 ET Summary ARKK and STMZF both seek to capitalize on the upcoming tech revolution, but STMZF has the better long strategy, while ARKK performs better during rapid central bank balance sheet expansion. There is a contrarian case to hold these funds long, even se...

2023-05-20 02:50:54 ET Summary Pershing Square is presently experiencing a remarkable 37% discount, trading well below its net asset value per share. This gap has even widened last year despite outperforming its benchmark index the S&P for the 12th time in 18 years. Pershi...

2023-04-11 22:11:12 ET Summary Scottish Mortgage shares have fallen a long way and trade at a sizeable discount to net asset value. The trust's strategy has worked well in the past, and I expect it to do so again. I remain bullish in the long term though tech stocks may need t...

Summary Pershing Square Holdings, Ltd. is a closed-ended investment company. Its investment objective is to preserve capital and to seek long-term capital appreciation commensurate with reasonable risk. In the first half of 2022, Pershing Square Holdings generated NAV performance ...

Stock price trades at a historical discount of 30% compared to net asset value per share. Pershing Square is going through the same demand cycle behemoths like Berkshire Hathaway and Blackstone went through. The closed-ended fund structure and large inside ownership provide strong...

Scottish Mortgage has suffered lately due to its large tech exposure. It has a sizeable biotech position and the quality of its tech strategy is notable. I am moving to a long-term "buy" rating, though there may be more turbulence in coming months. For further details see: ...