The most significant source of investment ideas for the Scottish Oriental portfolio comes through country and company visits. The team conducts more than a thousand direct company meetings throughout the year, seeking to identify a small sub-set of quality companies that meet their investment criteria. The latest update letter discusses some of their recent trips, the conclusions they reached and the impact this had on Scottish Oriental's portfolio.
To hear more about our portfolio in this context, the team's take on recent months and current outlook, please join Vinay Agarwal and Scott McNab of First State Stewart Asia for a webcast update presentation on The Scottish Oriental Smaller Companies Trust.
Please use the link below to register for the webcast:
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