Walter Global Asset Management is a globally diversified private equity firm with a best-in-class business platform. 1. Walter Scott & Partners Limited is a privately owned investment manager. ESG considerations to help identify what to invest in and what to avoid, and the need to continually review investments. The imagery used throughout this website belongs to our collection. By proceeding to the institutional investor portal you certify that you are a wholesale client within the meaning of Section 761G of the Corporations Act 2001. One Charlotte Square This communication is strictly intended for individuals residing in the states of AR, CO, CT, DE, FL, NJ, NY, PA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Risk management is fundamental to how we manage assets. Please go to the Responsible Investing page for more information on our ESG approach, as well as stewardship documentation, including ESG Policy. The Walter Group is composed of specialized investment units whose team members share the interests and values of the Somers family heading the Group. All recommendations need to withstand the scrutiny of the whole team. Public filings of Scott-Macon Asset Management Fund LLC raised by Scott-Macon Asset Management Inc located in , . This information is intended for recipients in Australia only. 2. The company’s registered address is Progeny, 1A Tower Square, Leeds, LS1 4DL. Learn more about this managed fund including fund information, strategy, asset allocation and performance. Walter Scott’s latest ESG Report, highlights how they embed ESG into their research and investment approach. Throughout our history, we have successfully combined traditional investment values with an innovative approach to research. Progeny is a trading style of Progeny Asset Management Limited and is used by various companies within the Progeny group of companies. Scott Asset Management, Inc. is a Asset Manager located in Chapel Hill United States, North America. Our units are overseen by teams of seasoned, talented investors who carry a keen business acumen and leading-edge financial expertise. Scott Gaynor is Former Chief Operating Officer at Myriad Asset Management Limited. These factors are too important. This is deliberate. The sum of these figures may differ to the total management costs, due torounding. Our people underpin our investment philosophy and process, ensuring they endure and evolve. Get over 220,000 … They are integral to our investment analysis and decision-making, not an adjunct. For further information on the Giving Group, please email [email protected]. Due to individual investor circumstances, your net returns may differ from the net returns quoted above, *** The Benchmark is the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested, *** The Benchmark is the MSCI World ex Australia Index, in $A hedged with net dividends reinvested. Walter Scott scours global markets to find what they believe are the world’s best companies, capable of generating sustained wealth over the long term. Walter Scott & Partners Limited We provide capital and the support of seasoned managers to drive the growth of our portfolio companies. To ensure we direct you to the appropriate site, please indicate whether you are an individual investor, a financial adviser or an institutional investor, by clicking on the relevant button below: By proceeding to the financial adviser portal you certify that you are a wholesale client within the meaning of Section 761G of the Corporations Act 2001. It should not be relied upon in determining whether to invest in the Fund. We work to protect and enhance our clients’ assets. This concentration of exposures may increase the volatility of the Fund’s unit price, and increase the risk of poor performance. Over the years we have forged a number of long-term relationships with charities, supplemented by one-off donations. We analyse companies from all over the world which meet our stringent investment criteria and standards, regardless of their geography, industry or market capitalisation. Walter Scott and Partners. Charges for WALTER SCOTT & PARTNERS LIMITED (SC093685) More for WALTER SCOTT & PARTNERS LIMITED (SC093685) Registered office address One, Charlotte Square, Edinburgh, EH2 4DR . The obligations of these entities do not represent deposits or other liabilities of MBL. Direct links to the EDGAR source material. Our Research team identifies, analyses and invests in a select group of the world’s best growth companies. Environmental, social and governance issues have been integral to our company research since the firm’s establishment in 1983. Our exploration of the investment world seeks out companies with certain qualitative and quantitative characteristics. Direct links to the EDGAR source material. Macquarie Investment Management is not responsible for the content of the website you are about to visit. At Walter Capital Partners, our investment model extends beyond contributing capital to businesses with the potential to grow. It was a global equity management firm which became a private limited company. We foster a culture in which risk management is a critical component of successful portfolio management. The investment team travels extensively to meet directly with company management, to form a first-hand view of a company’s potential for long-term success. The firm was established in 1836 and employs about 10,000 people. Market risk: The investments that the Fund has exposure to are likely to have a broad correlation with share markets in general. Amounts distributed to unitholders may fluctuate, as may the Fund’s unit price. It may also result in the Fund’s returns differing significantly from its Benchmark. Walter Scott Global Equity. Walter Global Asset Management; Walter Ventures S.L. Registered in Scotland No 93685. UK. Thank you for visiting the Macquarie Investment Management website. Our Client Service team is responsible for ensuring that our clients’ needs are our top priority. We are Walter Scott. This is general information only and does not take account of investment objectives, financial situation or needs of any person. They turn theory into reality. What We Do We identify and invest in world-leading companies with strong balance sheets, high rates of internal wealth generation and the ability to grow earnings over the long term. By this definition, ESG considerations are at the heart of our investment philosophy. We regularly engage with company management teams, either at home in Charlotte Square or on research trips around the world. Company status Active Company type Private limited Company Incorporated on 7 June 1985. Generally, the higher the potential return of an investment, the greater the risk. This means that each idea is subject to intense, forensic examination. Walter Scott & Partners Limited (Walter Scott) believes in active, bottom-up stock selection. The unit price may vary by material amounts, even over short periods of time, including during the period between a redemption request or application for units being made and the time the redemption unit price or application unit price is calculated. In 1983 he left Ivory and Syme to found Walter Scott and Partners with two other partners. This information has been prepared by Macquarie Investment Management Australia Limited (ABN 55 092 552 611 AFSL 238321) the issuer and responsible entity of the Fund referred to above. A hedged version of the Fund is also available. Other than Macquarie Bank Limited (MBL), none of the entities noted in this document are authorised deposit-taking institutions for the purposes of the Banking Act 1959 (Commonwealth of Australia). Rather than trying to produce growth forecasts, the focus was on understanding why some companies grow. The defining characteristics of how we invest are our in-house research, a global perspective, a long-term investment horizon and team-based decision-making. Darren De Risi and Scott Harris, our Co-Founders / Portfolio Managers, have over thirty years of combined investment and trading experience in tax-exempt and taxable securities. Walter Scott & Partners Limited (Walter Scott) believes in active, bottom-up stock selection. There is no separate ESG team. Our Giving Group was established to formalise our charitable and philanthropic grants. Investment involves risk. Assets Under Management - AUM: Assets under management (AUM) is the total market value of assets that an investment company or financial … The performance information shown above may differ to the information in the performance report due to rounding. MBL does not guarantee or otherwise provide assurance in respect of the obligations of these entities, unless noted otherwise. Registered address as above.

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