Scottish Oriental Smaller Companies Trust Plc (SST)

Profile

https://www.scottishoriental.com/uk/SOSCOT/Home/

Scottish Oriental Smaller Companies Trust Plc is a United Kingdom-based investment trust focused on achieving long-term capital growth through investments primarily in smaller Asian quoted companies. These companies typically have market capitalizations below US$5,000 million at the time of initial investment, offering potential for significant expansion in dynamic emerging markets. The trust targets high-quality businesses characterized by predictable operations, strong management teams that prioritize stakeholders, high returns on equity, and sustainable earnings growth, often holding positions for over five years to foster deep engagement. Its diversified portfolio spans countries including China, India, Indonesia, Japan, South Korea, the Philippines, Taiwan, Thailand, Vietnam, and others across Asia, with sector exposure in consumer staples, industrials, consumer discretionary, and materials. Managed by First Sentier Investors with a team based in Asia since 1995, the trust employs a closed-end structure enabling gearing and a focus on capital preservation during market downturns. This approach positions it as a vehicle for accessing growth opportunities in smaller companies while mitigating risks through professional expertise and long-term orientation.