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The investment seeks long-term total return. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in stocks. The fund's investments will be focused on companies located in the developed markets. Examples of "developed markets" are the United States, Canada, Japan, Australia, Hong Kong and Western Europe. It may invest in the securities of companies of any market capitalization. The fund's sub-adviser, Walter Scott & Partners Limited (Walter Scott), seeks investment opportunities in companies with fundamental strengths that indicate the potential for sustainable long-term growth.
Name | Title | Since | Until |
---|---|---|---|
Maxim Skorniakov | Investment Manager | 2022 | Now |
Biography | Maxim Skorniakov is an Investment Manager at Walter Scott, who joined the firm in 2003. He holds an MA in Economics from the University of Colorado and an MSc in Investment Analysis from the University of Stirling. Maxim is a CFA charterholder. He joined the Investment Executive (IE) in 2022. | ||
Fraser Fox | Investment Manager | 2022 | Now |
Biography | Fraser Fox is an Investment Manager at Walter Scott, who joined the firm in 2003. He has experience across each of the three regional research teams, and he joined the Investment Executive (IE) in 2022. Fraser holds a first class LLB (Hons) in Law from the University of Edinburgh and is a CFA charterholder. | ||
Charles Macquaker | Executive Director | 2010 | Now |
Biography | Charlie is Executive Director, Investment at Walter Scott. Having joined the firm in 1991, he has held a range of investment, management, client service and governance responsibilities and has had extensive experience of analysing companies around the world, particularly in Europe and Japan. Charles joined the Board in 2009 and is Co-Chair of the Investment Management Committee. He holds a BSc (Econ) (Hons) in European Studies from the University of Buckingham | ||
Jane E. Henderson | Managing Director | 2009 | Now |
Biography | Jane is Managing Director of Walter Scott. Having joined the firm in 1995 as an investment analyst, she has held a range of investment, management, client service and governance responsibilities and was instrumental in the development of the firm's US investment strategy. Jane co-chaired Walter Scott's Investment Management Group before becoming Managing Director in 2010. She holds a BSc (Hons) in Marine and Environmental Biology from the University of St Andrews. | ||
Roy Leckie | Executive Director | 2009 | Now |
Biography | Roy is Executive Director, Investment & Client Service at Walter Scott. Since joining the firm in 1995, he has held a range of investment, management, client service and governance responsibilities. Roy was integral to the development of the firm’s emerging markets capabilities, and he has played a central role in the stewardship of Walter Scott’s global and international strategies since 2007. Roy joined the firm’s board in 2008 and is Co-Chair of the Investment Management Committee. He holds a BSc (Hons) in Statistics from the University of Glasgow. | ||
Rodger H Nisbet | Executive Chairman | 2010 | 2018 |
Biography | Rodger is the executive chairman of Walter Scott. After joining the firm in 1993 and training as an investment analyst, he went on to play a principal role in the development of the firm’s emerging markets strategy. Following his appointment to the board in 2003, Rodger took a lead role in the development of Walter Scott’s business in Canada, South Africa and Australia. He holds a BA (hons) from the University of Dundee. | ||
Ian Clark | - | 2011 | 2013 |
Biography | Mr. Clark is a director of Walter Scott and joined the firm in 1983. | ||
Kenneth Lyall | Investment Director, Lead, Chairman | 2006 | 2011 |
Biography | Lyall is the investment director and lead the investment team with responsibility. He joined WSPL in 1983 and currently is chairman of WSPL. | ||
Alan McFarlane | CEO | 2008 | 2009 |
Biography | Following a two-year spell working in local government, Alan's investment career began in 1980 in the Edinburgh office of ICFC, a UK private equity group. In 1982 he joined Ivory & Sime Plc, initially to manage global technology stocks funds before moving to its UK equity team, and then becoming the director in charge of its inititutional business. In 1993 he moved to London to run GAM's inititutional business. in 2001 he returned to Edinburgh to become CEO of Walter Scott & Partners Ltd, leading the firm before and after its acquisition by BNY Mellon in 2006. He left at the end of 2009. | ||
Walter Scott | Chairman, Member, Founder | 2006 | 2008 |
Biography | Scott has been chairman of WSPL and a member of the firm's investment team since formation in 1983. Prior to forming WSPL, he was a director at Ivory & Sime plc, also in Edinburgh, Scotland, most recently as a director and a member of the firm's Executive Committee. While with Ivory & Sime plc, Scott established the firm's UK pension fund management business. |
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