Scottish Mortgage on SpaceX and how it decides whether to run a winner or take profits
In our latest Insider Interview, Kyle Caldwell sits down with Scottish Mortgage’s deputy fund manager Lawrence Burns. In part one of our interview, topics discussed include SpaceX. Burns explains how he approaches position sizing when a holding becomes a larger part of the portfolio (with SpaceX accounting for 15.1% at the end of January). Burns also explains how both the public and private companies are valued, whether the 30% limit on unlisted firms is proving restrictive, and outlines how Scottish Mortgage hunts for the “next generation of era-defining companies”. A selection of questions was submitted by interactive investor customers on our social trading network ii Community. Please like and subscribe to our YouTube channel, and visit our website at ii.co.uk. Follow us: LinkedIn: / interactive-investor Instagram: / interactive_investor X: https://x.com/ii_couk Facebook: / weareii Our videos are intended for information purposes only and are not personal recommendations. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance of any companies featured can be found on the company or index summary page on the interactive investor website. Details of recommendations issued by ii during the previous 12-month period can be found at www.ii.co.uk/legal-terms/investment-recommendations. If you are in any doubt about the suitability of any products mentioned and/or the related tax treatment of those products, you should seek independent financial advice. interactive investor (ii) is an Aberdeen company. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

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