Scott Woods
Scott Woods

Scott Woods

Portfolio Manager

Latest articles

8 October 2020

Global smaller companies: investing in the time of Covid

It’s a cliché that human beings quickly adapt to new circumstances, but that has certainly been the case for us as fund managers as we have adapted to this new world.
7 October 2020

Global Smaller Companies - Scott Woods interview

Scott talks through his investment process around the smaller companies in the quality growth space
21 July 2020

Scott Woods company visits – Altair

The drives between company visits are fun. I listen to local radio, stop at local stores, and can learn a lot about US consumers and how they behave.
6 July 2020

Scott Woods company visits – Service Master

Pest control is a rational market. Businesses do not tend to undercut others on price.
1 June 2020

Scott Woods company visits: MSA Safety

I drove about four or five hours from Winchester, Virginia, to Pittsburgh, Pennsylvania – where it was freezing cold and snowing – to visit MSA Safety.
2 April 2020

Global equities: how the team is sticking to process during the covid-19 crisis

Portfolio Manager Scott Woods talks about how the team are operating from home, ongoing conversations with companies, and how he’s adapting portfolios to market moves.
1 February 2020

Scott Woods company visits: Axalta

I flew into Washington DC on a Sunday and had just enough time for some sightseeing in the capital, although it was freezing and a bit of a whistle-stop tour. I then had to drive two-and-a-half hours into rural Winchester, Virginia, which felt empty as most places were closed in preparation for a snow storm.
1 February 2020

Scott Woods company visits: Trex

I recently visited Trex, which manufactures composite decking, a mixture of plastic and wood which is quite expensive to buy

Latest articles

No data was found
Load more articles