Francis Brooke is a director of Troy Asset Management and manager of its income fund, which has outperformed almost all its competitors, on both an absolute and risk-adjusted basis, since its launch in 2004.
James Anderson, CIO of the Scottish fund group Baillie Gifford from 2006 to 2010, has been managing the Scottish Mortgage investment trust for the past 11 years and is a regular contributor to Independent Investor. In our latest Q and A he offers this notably upbeat assessment of the current outlook for equity investors. Scottish Mortgage is a global generalist trust that has produced a total return of 102% over the past ten years.
Colin McLean founded the fund management house SVM Asset Management, based in Edinburgh, 20 years ago and was one of the professional investors featured in my book Money Makers. An experienced stockpicker, in this Q and A he describes his current thoughts on the markets and how he is positioning his portfolios.
Guy Monson is the London-based Chief Investment Officer and Managing Partner of Sarasin & Partners, the Swiss private bank and fund management business. Sarasin was one of the first fund companies to embrace global thematic investment. Guy is one of the professional investors whose views I monitor on a regular basis. In this Q and A, he makes the case for quality equities being the new “risk-free asset”.