The Contrarian Philosophy of a 134 Year Old Investment Trust
Joining us in conversation for this episode was Alasdair McKinnon, manager of The Scottish Investment Trust. Alasdair talks about the trusts contrarian investment philosophy, as well as his thesis for investing in two companies within the portfolio.
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Show Notes
Joining us in conversation for this episode was Alasdair McKinnon, manager of The Scottish Investment Trust.
The Scottish Investment Trust is listed on the London Stock Exchange with the ticker SCIN
Alasdair talks about the trusts contrarian investment philosophy, as well as his thesis for investing in two companies -
Newmont (NEM)
Cheesecake Factory Inc (CAKE)
Hosted by Jon Kingston
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