Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
Scottish Mortgage (SMT) has been one of the standout performers over the last year, with a NAV return of 117.5% over one year (source: JPMorgan Cazenove, as at 21/01/2021), something we discuss further in this week’s results update. SMT was undoubtedly well primed to take advantage of the growth rally which has driven markets throughout 2020, be it the meteoric rally in Tesla or surge in demand for Amazon. The question now is whether SMT’s strong performance can continue. In this head-to-head our two analysts assess whether SMT will remain king, or if its reign will soon come to an end…
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