The managers of the £3bn Scottish Mortgage investment trust have added a number of idiosyncratic stocks to their portfolio in the belief that 'safer' companies could be set for a fall.
Returning this week after a six month sabbatical, manager James Anderson (pictured) said the disruptive influence of technology continues to be a major theme for the trust, though he added it was difficult to predict when major shifts would occur. Accordingly, recent additions to the portfolio include electric car manufacturer Tesla Motors and a number of high-tech healthcare stocks. "We lost a lot of money on solar power [through an investment in First Solar] but disruptive change is still happening. The companies people think are safe will not be safe at all, though we are careful t...
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