News & Insights

The 3 aspects of quality

March 13, 2026

Time to Read: 4:00 mins

Walter Scott identifies quality companies using three key factors. Client investment manager Murdo MacLean explains why each matters.

Key points:

Walter Scott’s quality lens focuses on sustainable earnings growth, high profitability, and strong balance sheets.
Earnings drive share prices, while durable, cycle-resistant growth can help deliver a smoother investor journey.
Balance sheet strength protects capital and reduces volatility in downturns.
2025 was tough for quality but historically it has outperformed over time – and today’s opportunity set looks attractive.

3142309 Exp: 8 June 2026

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