ScotGems (SGEM) was launched in 2017 and is managed by Tom Prew and Chris Grey from the St Andrews Partners investment team within Stewart Investors. SGEM seeks capital growth from a concentrated portfolio of 30–50 emerging market companies with market capitalisations below $2.5bn at the time of investment. The managers employ an investment philosophy that emphasises finding management and owners who display a strong sense of stewardship, and involves looking for those who, among other things, t ....
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ScotGems - Focused portfolio with initial Asia ex-Japan/EM tilt
- Published:
26 Jun 2017 -
Author:
Sarah Godfrey -
Pages:
11
ScotGems (SGEM) was launched in 2017 and is managed by Tom Prew and Chris Grey from the St Andrews Partners investment team within Stewart Investors. SGEM seeks capital growth from a concentrated portfolio of 30–50 emerging market companies with market capitalisations below $2.5bn at the time of investment. The managers employ an investment philosophy that emphasises finding management and owners who display a strong sense of stewardship, and involves looking for those who, among other things, t ....