The Contrarian Philosophy of a 134 Year Old Investment Trust
Play • 19 min

Joining us in conversation for this episode was Alasdair McKinnon, manager of The Scottish Investment Trust.

The Scottish Investment Trust is listed on the London Stock Exchange with the ticker SCIN 

Alasdair talks about the trusts contrarian investment philosophy, as well as his thesis for investing in two companies -

Newmont (NEM)
Cheesecake Factory Inc (CAKE)

Hosted by Jon Kingston

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Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do you own research before investing in any stock, fund, product, or service.

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