All recommendations need to withstand the scrutiny of the whole team. Looking for high net-worth individuals? Walter Scott’s thorough research program and team-based approach ensure that only their best stock ideas make their way into the portfolio. What We Do We identify and invest in world-leading companies with strong balance sheets, high rates of internal wealth generation and the ability to grow earnings over the long term. Since inception, Walter Scott has remained wholly committed to global equity investing. Edinburgh As fundamental, bottom-up stock pickers, Walter Scott focuses on companies they believe are profitable, have a sound ability to generate cash, and have both strong balance sheets and robust governance structures. Management costs are made up of a management feeof 0.90% pa, an estimated performance fee of 1.63%pa*, recoverable expenses of 0.00% pa and other indirect costs of 0.00% pa. Assets Under Management - AUM: Assets under management (AUM) is the total market value of assets that an investment company or financial … Walter Scott 1 was established in 1983 to offer global equity portfolio management to institutional investors around the world.. Our commitment to the local art community is reflected in our established partnerships with — and sponsorship of prizes at — the New Contemporaries, the Royal Scottish Academy, the Royal Glasgow Institute of The Fine Arts and the Royal Scottish Society of Painters in Watercolour. In deciding whether to acquire or continue to hold an investment in the Fund, an investor should consider the Fund’s product disclosure statement. The risks of investing in this Fund include: Investment risk: The Fund has exposure to share markets. Investment involves risk. The performance information shown above may differ to the information in the performance report due to rounding. We identify and invest in world-leading companies with strong balance sheets, high rates of internal wealth generation and the ability to grow earnings over the long term. Every member of the team is responsible for embracing these crucial, fundamental attributes. Registered address as above. Environmental, social and governance issues have been integral to our company research since the firm’s establishment in 1983. Direct links to the EDGAR source material. The sum of these figures may differ to the total management costs, due torounding. The Walter Group is composed of specialized investment units whose team members share the interests and values of the Somers family heading the Group. Walter Scott Global Equity Fund (Hedged)**. Our people underpin our investment philosophy and process, ensuring they endure and evolve. More information on the risks of investing in the Fund is contained in the Product Disclosure Statement, which should be considered before deciding to invest in the Fund. Asset managers in our listing are ranked by global assets under management and by the country of the main headquarters and/or main European domicile. Integrating risk management inputs into the portfolio construction process as well as the independent audit of portfolio risks strengthens its effectiveness. In 1983 he left Ivory and Syme to found Walter Scott and Partners with two other partners. At Walter Capital Partners, our investment model extends beyond contributing capital to businesses with the potential to grow. * The Fund will not invest in ‘tobacco’ securities as defined by the Global Industry Classification Standards (GICS) or ‘controversial weapons’ securities as defined by MSCI, Inc. Read the Product Disclosure Statement for more details on fees and expenses that may be charged. We have been supporting emerging Scottish talent for many years. Environmental, social and governance issues have been integral to our company research since the firm’s establishment in 1983. Sustained growth. They turn theory into reality. This is general information only and does not take account of investment objectives, financial situation or needs of any person. Each investment candidate undergoes rigorous financial investigation and the qualitative ‘Seven Sisters’ analysis. Please go to the Responsible Investing page for more information on our ESG approach, as well as stewardship documentation, including ESG Policy. Total returns are calculated based on changes in net asset values and assumes the reinvestment of distributions. Filip Vandenven is Executive Director at Antarctica Asset Management (Asia) Limited and Head of Business Development. Walter Scott & Partners Limited Walter Scott & Partners Limited is a privately owned investment manager. 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