Talking Research
Walter Scott & Partners
We are Walter Scott. We were established in 1983 to manage bespoke equity portfolios for institutional clients around the world. We undertake in-depth research to find growth companies that have the ability to consistently compound wealth over the long term.
Our team analyses and debates every investment idea with discipline and rigour. We believe that a team approach ensures better investment decisions.
Key to our success is the consistent implementation of our tried-and-tested investment philosophy by an experienced, motivated and collaborative team.
Find out more at https://www.walterscott.com/
Our podcast episodes are intended for institutional investors and consultants only.
Categories: Business
Listen to the last episode:
AI-driven technologies such as ChatGPT are being adopted at breakneck speeds. Because of this, companies are scrambling to keep up - they need smarter software, stronger networks and better computers. This has created huge opportunities for pioneering firms such as TSMC, ASML and Nvidia. Investment managers Tom Miedema and Jamie Zegleman explore whether these innovative companies will maintain their competitive edge. The podcast is intended for investment professionals only and sho...
Previous episodes
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8 - Talking Research Q2 2024 Update Fri, 28 Jun 2024
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7 - Talking Research Q1 2024 Update Thu, 28 Mar 2024
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6 - Talking Research Q4 2023 update Tue, 02 Jan 2024
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5 - Talking Research: On the road in Asia Mon, 27 Nov 2023
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4 - Talking Research Q3 2023 update Thu, 28 Sep 2023
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3 - Talking Research: On the road in Taiwan and China Wed, 26 Jul 2023
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2 - Talking Research Q2 2023 update Fri, 30 Jun 2023
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1 - Talking Research Q1 2023 update Tue, 23 May 2023