Scottish Mortgage Investment Trust plc
|Amazon.com Inc||9.02 %|
|Illumina Inc||7.51 %|
|Alibaba Group Holding Ltd ADR||6.11 %|
|Tencent Holdings Ltd||6.09 %|
|Tesla Inc||4.61 %|
|ASML Holding NV||3.84 %|
|Kering SA||3.33 %|
|Ferrari NV||2.97 %|
|Ant International Co Limited Class C Ord.||2.51 %|
|Netflix Inc||2.39 %|
|United States||48.53 %|
|Asia - Emerging||23.86 %|
|Consumer Cyclical||46.54 %|
Tom graduated BSc in Computer Science with Mathematics from the University of Edinburgh in 2000. He joined Baillie Gifford the same year and worked in the Developed Asia and UK Equity Teams before joining the Long Term Global Growth Team at the start of 2009. Tom became a Partner in the firm in 2012. Tom was appointed Joint Manager of Scottish Mortgage Investment Trust in January 2015 having served as Deputy Manager for the previous five years. In 2015 Tom was appointed Head of the North American Equities Team and is a decision maker on Long Term Global Growth portfolios. Tom’s investment interest is focused on high growth companies both in listed equity markets and as an investor in private companies.
James graduated BA in History from Oxford University and after postgraduate study in Italy and Canada he gained an MA in International Affairs in 1982. He is a Trustee of the Johns Hopkins University. He joined Baillie Gifford in 1983 and became a Partner in 1987. He headed our European Equity team until 2003 when he founded our Long Term Global Growth strategy. He has Chaired the EAFE Alpha Portfolio Group since its inception in 2003 and has been the Manager and then Joint Manager of Scottish Mortgage Investment Trust since 2000. In 2015 James became the Chair of our newly formed Equity Improvement Group. He has also served as a member of the Advisory Board of the government sponsored Kay Review and as Chair of the subsequent industry working group that set up the UK Investor Forum.
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