Discovery Q3 investment update

We delve into the post-election rally in US markets and the US Growth Trust’s private holdings.

An update on the trust's performance, strategic shifts towards growth and AI-driven prospects.

Roddy Snell on the investment landscape in China, ‘silicon intensity’ and positioning the portfolio to maximise future growth opportunities.

The Global Discovery Fund aims to outperform (after deduction of costs) the S&P Global Small Cap Index, as stated in sterling, by at least 2 per cent per annum over rolling five-year periods.

The Worldwide Discovery Fund aims to produce attractive long-term returns, mainly through capital growth. The Fund will invest primarily in equities which are listed, traded or dealt in on Regulated Markets worldwide and which will typically be stocks of smaller or younger companies that the Investment Manager considers to have strong future growth prospects.

We look for early-stage transformative companies poised for long-term growth, scaling up to shape the next decade's success.

Finding early opportunities in small-to-mid-cap firms with the aim of discovering lasting growth and success.