Edinburgh, Scotland
Founded 1983
AUM: $20.8 billion (03/31/09)

Walter Scott & Partners Limited ("Walter Scott") is a global equity investment manager serving institutional investors around the world. The firm is based in Edinburgh where it was established in 1983.

Walter Scott's core conviction is that the return to a shareholder can, over the long term, be no more than the wealth generated by the underlying business. Original research is at the heart of the firm’s investment process to identify companies capable of sustained high rates of wealth generation. This is the firm’s primary value-adding activity and is carried out by its own investment professionals.

Walter Scott’s portfolios are the result of stock picking and its long-term "buy and hold" approach has led to low turnover. The industrial and geographic structures of portfolios reflect the firm's independent judgement, rather than the composition of indices.

Portfolios are managed brining to bear the skill, judgement and experience of Walter Scott’s entire investment team. Investment professionals are trained from scratch by the senior staff. The very low staff turnover together with the long investment experience of the senior staff ensures consistency of philosophy, process and culture.

Walter Scott and Partners is registered as an investment adviser under the Investment Advisers Act of 1940.

Walter Scott & Partners Limited (an Investment Company)
One Charlotte Square, Edinburgh, EH2 4DR.
Place of Registration: UK.
Company No. SC093685.

The term "investment company" is used here in an English law context and it does not necessarily signify that the relevant company is an investment company as that term is defined or used in any jurisdiction outside England and Wales.