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:
Terms and Conditions This is only directed at investment professionals and is not intended for, and should not be relied upon by retail investors. Telephone calls may be recorded for your security.
Issued by First State Investments (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registration number 143359. Registered number: 02294743 England and Wales. Registered address: Finsbury Circus House, 15 Finsbury Circus, London EC2M 7EB.
This information is provided by RNS, the news service of the London Stock Exchange. RNS is approved by the Financial Conduct Authority to act as a Primary Information Provider in the United Kingdom. Terms and conditions relating to the use and distribution of this information may apply. For further information, please contact rns@lseg.com or visit www.rns.com.
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