Scott Woods
Scott Woods

Scott Woods

Portfolio Manager

Latest articles

15 June 2021

Masts, manufacturing and meetings – 2021 so far in the global smaller companies universe

Visiting companies is key to small cap investing in particular. Scott Woods looks at how the pandemic has changed this.
21 July 2020

Scott Woods company visits – Altair

The drives between company visits are fun. I listen to local radio, stop at local stores, and can learn a lot about US consumers and how they behave.
6 July 2020

Scott Woods company visits – Service Master

Pest control is a rational market. Businesses do not tend to undercut others on price.
1 June 2020

Scott Woods company visits: MSA Safety

I drove about four or five hours from Winchester, Virginia, to Pittsburgh, Pennsylvania – where it was freezing cold and snowing – to visit MSA Safety.
2 April 2020

Global equities: how the team is sticking to process during the covid-19 crisis

Portfolio Manager Scott Woods talks about how the team are operating from home, ongoing conversations with companies, and how he’s adapting portfolios to market moves.
1 February 2020

Scott Woods company visits: Axalta

I flew into Washington DC on a Sunday and had just enough time for some sightseeing in the capital, although it was freezing and a bit of a whistle-stop tour. I then had to drive two-and-a-half hours into rural Winchester, Virginia, which felt empty as most places were closed in preparation for a snow storm.
1 February 2020

Scott Woods company visits: Trex

I recently visited Trex, which manufactures composite decking, a mixture of plastic and wood which is quite expensive to buy
2 January 2019

A new age of infrastructure

Europe’s infrastructure needs renewal, but in ways that are sustainable over the long term. An ever-changing landscape means that infrastructure investors must weigh up opportunities and challenges carefully.
Read time - 5 min

Latest articles

2 January 2019

Ingrid Edmund

Senior Portfolio Manager

A new age of infrastructure

Europe’s infrastructure needs renewal, but in ways that are sustainable over the long term. An ever-changing landscape means that infrastructure investors must weigh up opportunities and challenges carefully.
Read time - 5 min
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