ScotGems (SGEM) was launched June of 2017, and aims to deliver long-term capital growth from a portfolio of small cap companies operating in emerging markets. Managed by Stewart Investors, with Ashish Swarup as lead manager, the trust has a highly concentrated portfolio with just 25 holdings. The manager’s investment style is inherently conservative, focusing on the downside risks as well as on the upside potential of any investment. Capital preservation is deemed as important to the manager as ....
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ScotGems - Overview
- Published:
09 Sep 2019 -
Author:
William Heathcoat Amory -
Pages:
5
ScotGems (SGEM) was launched June of 2017, and aims to deliver long-term capital growth from a portfolio of small cap companies operating in emerging markets. Managed by Stewart Investors, with Ashish Swarup as lead manager, the trust has a highly concentrated portfolio with just 25 holdings. The manager’s investment style is inherently conservative, focusing on the downside risks as well as on the upside potential of any investment. Capital preservation is deemed as important to the manager as ....