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Monks: growth beyond the obvious

Video

Monks Investment Trust: growth beyond the obvious

December 2024 / 47 min

Speaker

Spencer Adair - Manager

Overview

Spencer Adair covers Monks’ focus on capital growth by investing in companies with above-average revenue and profit growth potential. Emphasizing AI and infrastructure renewal opportunities.

View PDF transcript (3MB)

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About the speakers

Spencer Adair

Spencer is an investment manager in the Global Alpha Team. He has been an investment manager in the Global Alpha Team since its inception in 2005 and Monks Investment Trust since 2015. Spencer is a co-manager of International Concentrated Growth Strategy. He joined Baillie Gifford in 2000 and became a partner in 2013. Spencer has also spent time working in the Fixed Income, Japanese, European, Emerging Markets and UK Equities teams. He graduated BSc in Medicine from the University of St Andrews in 1997.

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The Monks Investment Trust
Monks Investment Trust aims for long-term capital growth, which takes priority over income. This is pursued through applying a patient approach to investment, principally from a differentiated, actively managed global equity portfolio containing a diversified range of growth stocks.

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