Walter Scott & Partners Limited

Overview

Established in 1983, Walter Scott & Partners Limited is a UK-based investment management firm specializing in global equity portfolios for institutional investors. The firm manages assets totaling approximately $66.7 billion as of December 31, 2025, serving 251 clients worldwide. Their investment approach focuses on identifying companies with sustainable earnings growth, strong profitability, and robust balance sheets, all at compelling valuations. This strategy aims to build diversified portfolios that differ from traditional benchmarks. The firm's investment process is grounded in original, fundamental research conducted by its own team, unrestricted by region, market sector, or benchmark. This global perspective allows them to invest without bias among regions, countries, and sectors, taking advantage of the most attractive valuations and prospects for growth. Their collaborative approach fosters rigor, rationality, and conviction over bias, building diversified portfolios as one team. Walter Scott & Partners Limited is a non-bank subsidiary and 100% owned by The Bank of New York Mellon Corporation. The firm is authorized and regulated in the UK by the Financial Conduct Authority. They also have a client service presence in the United States.

Investment Focus

• Institutional investors
• Long-term investment horizon

Portfolio Companies