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. This means that each idea is subject to intense, forensic examination. Total returns are calculated based on changes in net asset values and assumes the reinvestment of distributions. Are you an existing investor making an initial investment into a new fund. WHO WE ARE. Walter Scott & Partners Limited (Walter Scott) believes in active, bottom-up stock selection. To ensure we direct you to the appropriate site, please indicate whether you are an individual investor, a financial adviser or an institutional investor, by clicking on the relevant button below: By proceeding to the financial adviser portal you certify that you are a wholesale client within the meaning of Section 761G of the Corporations Act 2001. Company status Active Company type Private limited Company Incorporated on 7 June 1985. Our exploration of the investment world seeks out companies with certain qualitative and quantitative characteristics. Investment decisions are driven by in-depth financial analysis and qualitative... Growth of $10,000 In the wake of COVID-19: should investors fear inflation? Filip Vandenven is Executive Director at Antarctica Asset Management (Asia) Limited and Head of Business Development. The Walter Scott Global Equity Fund is proudly brought to you by Macquarie Professional Series. Throughout our history, we have successfully combined traditional investment values with an innovative approach to research. Assets ... 42 Asset Management One International Japan 414,925 420,000 ... 206 Walter Scott & Partners* UK 51,299 55,562 207 HarbourVest Partners US 51,276 40,643 Walter Scott Global Equity. By this definition, ESG considerations are at the heart of our investment philosophy. Public filings of Scott-Macon Asset Management Fund LLC raised by Scott-Macon Asset Management Inc located in , . © Walter Scott & Partners Limited 2010 - 2021, Authorised and regulated by the Financial Conduct Authority. Concentration risk: The Fund may have exposure to a small number of key investments. EH2 4DR Edinburgh A hedged version of the Fund is also available. H 2 O serves institutional, corporate, and individual investors through a range of absolute and total return UCITS, actively managed across global debt, currency, and equity markets. Market risk: The investments that the Fund has exposure to are likely to have a broad correlation with share markets in general. They are integral to our investment analysis and decision-making, not an adjunct. Walter Scott’s thorough research program and team-based approach ensure that only their best stock ideas make their way into the portfolio. This communication is strictly intended for individuals residing in the states of AR, CO, CT, DE, FL, NJ, NY, PA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Registered address as above. Environmental, social and governance issues have been integral to our company research since the firm’s establishment in 1983. Due to individual investor circumstances, your net returns may differ from the net returns quoted above, *** The Benchmark is the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested, *** The Benchmark is the MSCI World ex Australia Index, in $A hedged with net dividends reinvested. ; Investment Advisory : AUM gives you access to high-quality investment ideas, tailored to your jurisdiction, investment goals and attitude to risk. The ESG Library holds annual and quarterly ESG reports, relevant articles from our Insights section and engagement case studies. All recommendations need to withstand the scrutiny of the whole team. The sum of these figures may differ to the total management costs, due torounding. Walter Scott scours global markets to find what they believe are the world’s best companies, capable of generating sustained wealth over the long term. Walter Global Asset Management; Walter Ventures S.L. In deciding whether to acquire or continue to hold an investment in the Fund, an investor should consider the Fund’s product disclosure statement. Every member of the Research team is responsible for understanding how companies’ sustainability credentials stack up. Aberdeen Standard Investments is a leading global asset manager, dedicated to creating long-term value for our clients. Whelan Scott Asset Management and Cambridge are not affiliated. It should not be relied upon in determining whether to invest in the Fund. Macquarie Investment Management is not responsible for the content of the website you are about to visit. The product disclosure statement is available on our website at macquarieim.com/pds or by contacting us on 1800 814 523. At Walter Capital Partners, our investment model extends beyond contributing capital to businesses with the potential to grow. get low cost} prices Walter Scott Funds Under Management And Western Asset Income Fund Manager now.

That’s still a rounding error compared with the $1.4 trillion overseen by Wells Fargo Advisors, the bank’s traditional employee-based brokerage business. Registered in Scotland No 93685. The Disclosures page features our response to the Stewardship Codes, together with our Proxy Voting Policy and Proxy Voting Disclosure. See Scott Gaynor's compensation, career history, education, & memberships. We work to protect and enhance our clients’ assets. All investments carry risk. Learn more about this managed fund including fund information, strategy, asset allocation and performance. 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. Seeking quality global companies with strong growth characteristics, In-depth research carried out by an experienced team, Historically defensive during down markets. We provide capital and the support of seasoned managers to drive the growth of our portfolio companies. Please see the artist references page for more information. Public filings of Waler Scott International Fund for Charitable Remainder Trusts LLC raised by Walter Scott & Partners Limited located in , . Over the years we have forged a number of long-term relationships with charities, supplemented by one-off donations. Cambridge does not … The company’s registered address is Progeny, 1A Tower Square, Leeds, LS1 4DL. Listen to recent conversations with Walter Scott Executive Director Roy Leckie and the Walter Scott Research team. We foster a culture in which risk management is a critical component of successful portfolio management. Progeny is a trading style of Progeny Asset Management Limited and is used by various companies within the Progeny group of companies. One Charlotte Square In 1983 he left Ivory and Syme to found Walter Scott and Partners with two other partners. This information has been prepared by Macquarie Investment Management Australia Limited (ABN 55 092 552 611 AFSL 238321) the issuer and responsible entity of the Fund referred to above. Walter Scott & Partners Limited Integrating risk management inputs into the portfolio construction process as well as the independent audit of portfolio risks strengthens its effectiveness. Our units are overseen by teams of seasoned, talented investors who carry a keen business acumen and leading-edge financial expertise. Calls to/from Walter Scott & Partners Limited may be recorded in line with applicable laws and regulations and for training and monitoring purposes. Management costs are expressed as a percentage of the Fund's net assets. Our Client Service team is responsible for ensuring that our clients’ needs are our top priority. Assets managed by ... 38 Asset Management One International (3)Japan 433,000 - ... 184 Walter Scott & Partners* UK 55,422 54,067 They turn theory into reality. 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. We discuss with spirit so that we can make high conviction decisions. The performance information shown above may differ to the information in the performance report due to rounding. Edinburgh is our home and so, to give back to the city in which we live and work, the group’s focus is on small, local projects where we can make a meaningful impact. Poor performance or losses in domestic and/or global share markets are likely to negatively impact the overall performance of the Fund. We have been supporting emerging Scottish talent for many years. Amounts distributed to unitholders may fluctuate, as may the Fund’s unit price. Walter Scott & Partners Limited (Walter Scott) believes in active, bottom-up stock selection. Our people underpin our investment philosophy and process, ensuring they endure and evolve. It provides its services to high net worth individuals, banks or thrift institutions, corporate pension and profit sharing plans, Taft-Hartley plans, Voluntary Employee Beneficiary Associations, trusts, … ** Total net returns are quoted after the deduction of all fees and expenses. The Walter Group is composed of specialized investment units whose team members share the interests and values of the Somers family heading the Group. Your web browser will automatically redirect you to the site in a few moments. ESG considerations to help identify what to invest in and what to avoid, and the need to continually review investments. Looking for high net-worth individuals? Walter Scott 1 was established in 1983 to offer global equity portfolio management to institutional investors around the world.. Walter Scott & Partners Ltd | 1,016 followers on LinkedIn. This information is intended for recipients in Australia only. Direct links to the EDGAR source material. Hexagon Asset Management is a New York based investment management firm. This concentration of exposures may increase the volatility of the Fund’s unit price, and increase the risk of poor performance. Progeny Asset Management Limited is a limited company registered in England and Wales with number 09415365. Our focus has always been on corporate sustainability, defined as the capacity of a business to endure. 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. The obligations of these entities do not represent deposits or other liabilities of MBL. We undertake in-depth research to find growth companies that we believe will best deliver sustainable wealth generation over the long term. Investment decisions are driven by in-depth financial analysis and qualitative... Growth of $10,000 For further information on the Giving Group, please email [email protected]. It was a global equity management firm which became a private limited company. Charges for WALTER SCOTT & PARTNERS LIMITED (SC093685) More for WALTER SCOTT & PARTNERS LIMITED (SC093685) Registered office address One, Charlotte Square, Edinburgh, EH2 4DR . Culture is everything. 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. Every member of the team is responsible for embracing these crucial, fundamental attributes. Macquarie Investment Management is a conviction-based, long-term global asset manager with offices in the United States, Australia, Asia and Europe. FCA Head Office: 12 Endeavour Square, London E20 1JN www.fca.org.uk. Our core conviction is that over the long term, return to shareholders can only ever be as great as the wealth generated by the underlying businesses in which they are invested. Our Board has ultimate responsibility for the firm’s governance and oversight of all of its activities. Operational expertise. Different investments carry different levels of risk, depending on the investment strategy and the underlying assets. 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. Antarctica Asset Management was launched in July 2001 and has established itself as a leading provider of comprehensive hedge fund solutions. Walter Scott’s latest ESG Report, highlights how they embed ESG into their research and investment approach. 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. Darren De Risi and Scott Harris, our Co-Founders / Portfolio Managers, have over thirty years of combined investment and trading experience in tax-exempt and taxable securities. Generally, the higher the potential return of an investment, the greater the risk. Walter Scott & Partners Limited is a privately owned investment manager. There is no separate ESG team. Each investment candidate undergoes rigorous financial investigation and the qualitative ‘Seven Sisters’ analysis. Get over 220,000 … The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. AUM: GBP 18.4B as of September 30, 2020 H 2 O Asset Management is a London-based firm that primarily specializes in global macro investment strategies. global assets under management and by the country of the main headquarters. UK. This is deliberate. We regularly engage with company management teams, either at home in Charlotte Square or on research trips around the world. Past performance is not a reliable indicator of future performance. The defining characteristics of how we invest are our in-house research, a global perspective, a long-term investment horizon and team-based decision-making. Rather than trying to produce growth forecasts, the focus was on understanding why some companies grow. We were established in 1983 to manage bespoke equity portfolios for institutional clients around the world. The imagery used throughout this website belongs to our collection. The risks of investing in this Fund include: Investment risk: The Fund has exposure to share markets. Our Giving Group was established to formalise our charitable and philanthropic grants. Share markets can be volatile and have the potential to fall by large amounts over short periods of time. Investment involves risk. 2. The investment team travels extensively to meet directly with company management, to form a first-hand view of a company’s potential for long-term success. This may result in the returns of the Fund being dependent on the returns of individual companies and industry sectors. The firm was established in 1836 and employs about 10,000 people. By proceeding to the institutional investor portal you certify that you are a wholesale client within the meaning of Section 761G of the Corporations Act 2001. Sustained growth. 1. We analyse companies from all over the world which meet our stringent investment criteria and standards, regardless of their geography, industry or market capitalisation. We are Walter Scott. Direct links to the EDGAR source material. Past performance is not a guide to future results. We rigorously interrogate each company before making informed, considered decisions. * 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. Macquarie Australian Small Companies Fund, True Index Global Infrastructure Securities, Macquarie Professional Series Global Alternatives Fund, Macquarie International Infrastructure Securities Fund (Hedged), Macquarie Core Australian Equity SMA Strategy, Macquarie Labor Select International Equity Portfolio, Macquarie Global Infrastructure Total Return Fund Inc. (MGU), Emerging Markets Debt Select Opportunities, Emerging Markets Debt Unconstrained Local Currency, Sustainable Emerging Markets Local Currency Bond, US Diversified Floating Rate Fixed Income, Absolute Return Mortgage-Backed Securities, US Limited-Term Multi Sector Fixed Income, US Long Duration Government/Credit Fixed Income, US Long Duration Investment Grade Fixed Income, Application to invest in additional Funds form, The Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested (Benchmark), MSCI World ex Australia Index, in $A unhedged with net dividends reinvested, $A4,322.0m (current as at 31 December 2020), 1.28% pa of the net asset value of the Fund. Asset Management: Our asset management proposition is based on exhaustive investment expertise, in-depth asset allocation experience, and a holistic approach between portfolio management and institutional quality customer service. Walter Scott and Partners. Walter Scott Global Equity Fund (Hedged)**. Other than Macquarie Bank Limited (MBL), none of the entities noted in this document are authorised deposit-taking institutions for the purposes of the Banking Act 1959 (Commonwealth of Australia). These factors are too important. We empower a select group of passionate portfolio partners, operating within the asset management industry, who share the goal of sustained and profitable growth. Prior to joining, he was co-founder of Wingfield Corporation (2000-2007), where he led the corporate finance team, with a focus mainly on early stage venture capital and seed funding. Environmental, social and governance issues have been integral to our company research since the firm’s establishment in 1983. LinkedIn. Patient capital. Thank you for visiting the Macquarie Investment Management website. Risk management is fundamental to how we manage assets. The risk of an investment in the Fund is higher than an investment in a typical bank account or fixed income investment. MBL does not guarantee or otherwise provide assurance in respect of the obligations of these entities, unless noted otherwise. It may also result in the Fund’s returns differing significantly from its Benchmark. Legal & General Investment Management (LGIM) is the largest fund manager responsible for more than US$1.4 trillion of assets under management. Since inception, Walter Scott has remained wholly committed to global equity investing. Monday – Friday 8:30am to 5:30pm (Sydney time), Walter Scott’s approach to ESG, and research insights. Walter Global Asset Management is a globally diversified private equity firm with a best-in-class business platform. Our Research team identifies, analyses and invests in a select group of the world’s best growth companies. Accounts. Please go to the Responsible Investing page for more information on our ESG approach, as well as stewardship documentation, including ESG Policy. The unit price may vary by material amounts, even over short periods of time, including during the period between a redemption request or application for units being made and the time the redemption unit price or application unit price is calculated. Scott Asset Management, Inc. is a Asset Manager located in Chapel Hill United States, North America. Scott Gaynor is Former Chief Operating Officer at Myriad Asset Management Limited. Below is a list of the largest UK asset managers ranked by total global AUM. Assets Under Management - AUM: Assets under management (AUM) is the total market value of assets that an investment company or financial … This is general information only and does not take account of investment objectives, financial situation or needs of any person. Striving for shareholder engagement during the pandemic.

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