SCOTTISH INVESTMENT TRUST PLC (SCIN)

SCOTTISH INVESTMENT TRUST PLC (SCIN)

Blog posts

Scottish Investment Trust Reviewing Management Arrangements

I wrote about the Scottish Investment Trust (SCIN) back in February and commented negatively on its underperformance in recent years. Their investment style has been based on a contrarian approach, i.e. picking cheap stocks that look undervalued but which might recover. The article included this comment: “It would appear that they adopted the new investment style five years ago which might be identified as when under-performance took off. If an investment strategy does not work, how long should you persist with ...

Scottish Investment Trust Review

One of my contacts has asked me to look at the Scottish Investment Trust (SCIN). This is a self-managed global investment trust which seems to have the same problems that Alliance Trust had before they had a revolution. Namely persistent under-performance. As a result, it is trading at a discount of 10.4% to the net asset value despite doing considerable share buy-backs in the last few months, presumably to try and control the discount. But as we saw at Alliance Trust, ...
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