Subject: Re: Scottish Mortgage Trust.
I watched this after posting. Answered most of my questions....
Fund manager interviews.
https://youtu.be/ojkcDNg7G6w?s...
The last paragraph of your post prob relates to their 30% of private investments.
I've since been bombarded with adverts from the trust on YouTube , that they are "investing in the future and pioneering growth investors" as you say just like ARK. All this is meaningless unless you have a handle on valuation and total returns absolutely matter.
I wonder why they shifted from traditional value to "innovation and growth" and when? perhaps jumping on a sales and marketing bandwagon....
Conclusion;
Not one I'll be investing in.