Name: Private Companies Q2 investment update
Uploaded: 2025-07-02
Duration: 4 min
Description: Investment manager Tara Sallis reflects on recent portfolio changes and market developments.

This video is archived and some details may be out of date.

<p>You need to be an existing investor of this {{FundOrStrategy}} before you can view its details.</p>
<p>If you are not an existing investor of this {{FundOrStrategy}}, please close this message and you'll be directed to our list of funds.</p>

If none of the previous options apply, please select Rest of World below:

All users

I already invest in Baillie Gifford funds.

Existing investors

Global

I am a professional client or eligible counterparty.

Institutional investor

I invest on my own behalf, am a job seeker, a journalist or want to learn more about Baillie Gifford.

Individual investor

I am a financial advisor or wealth manager.

Intermediaries

Channel Islands

I am a professional investor as defined in MiFID II.

Professional investor

Ireland

I am a due diligence analyst or financial advisor, part of a financial institution or wealth manager.

Financial intermediary

I am a institutional investor as defined by FINRA and the SEC.

Non-professional investor

Wholesale clients

Australia

Austria

Belgium

I am a permitted client as defined in National Instrument 31-103.

Canada

China

Denmark

Finland

France

Germany

Hong Kong

Iceland

Italy

I am a Qualified Client/Qualified Investor.

Qualified investor

Israel

投資運用業

Japan

Luxembourg

Netherlands

Norway

Portugal

Institutional and accredited investors

Singapore

South Africa

I am a qualified professional investor, as defined under the FSCMA.

Qualified professional investor

South Korea

Spain

Sweden

I am a qualified Investor as defined by CISA.

Switzerland

SELECT LOCATION

This article is archived and some details may be out of date.

Home

This private website has been shared on a reverse solicitation basis only. It is intended to only be accessed by the recipient: a professional or institutional investor who has received the direct link from Baillie Gifford following a reverse enquiry. It has been designed to provide you with the specific information you have requested from Baillie Gifford. It is not for onward distribution, and is not intended for use with retail clients.

Legal declaration

This podcast is archived and some details may be out of date.

Asian woman working in vegetable greenhouse.

Flexible growth

Portfolios containing a mix of firms focused on disruption, steady compounding and timely capital allocation.

Caving team at the bottom of a deep cave wearing torches, with ropes hanging from the daylight above.

Core growth

Large, diverse portfolios of growth-focused holdings built with benchmarks and reduced volatility in mind.

Two adventure cyclists on a single track road in the Scottish Highlands.

Fixed income

Targeting company and government bonds with a focus on long-term outcomes.

The Valencia City of Arts and Sciences at sunset.

Equity income and multi-asset income

Seeking both dependable income and long-term capital growth.

Multiracial teenager listening music with earphones and looking at her phone while waiting for the subway at the station.

Global equities

Seeking out the world’s best growth companies with the intention of owning each stock for five years or longer.

Professional young industrial factory woman inspecting while wearing safety goggles.

International equities

Portfolios of world-leading companies primarily based outside the US, giving North American clients a way to diversify their assets.

Woman collecting colourful textiles which have been air dried in India.

Emerging markets equities

Fast-growing emerging markets companies from a diverse range of countries and industries.

Two people stood on a mountain top admiring the sunset from top of a high cliff in Northern Norway.

Private companies

Exciting growth companies are found in private markets. We aim to help them succeed and hope to benefit from attractive returns as they do.

Four escalators with a man wearing a backpack travelling upwards.

Asia equities

Growth stocks from some of the world’s most dynamic markets in a region that’s too important to ignore.

Round glass buildings at night viewed from inside another building in the financial district of Beijing, China.

China equities

High growth companies that benefit from China’s vast expanding domestic markets, as well as the ability to compete globally.

Woman in traditional Japanese dress walking on a path between tall bamboos.

Japan equities

Portfolios of Japanese world-leading companies and local champions whose unique technologies and premium brands fuel their long-term growth.

Traditional Dutch houses reflecting in the canal, Amsterdam, Netherlands.

Europe equities

European firms with strong growth prospects and sustainable competitive advantages based in a region with its fair share of big winners.

Crowd of business people walking to work with view of Tower Bridge and Canary Wharf behind.

UK equities

The UK stock markets are a fantastic hunting ground for growth investors.

Open door of a New York subway train at the platform.

US equities

Highly innovative companies that stand out in a market home to more growth companies than any other in the world.

Man standing beneath sea cliff at dusk, using binoculars.

Balanced and multi-asset

Investing across a range of asset classes, with a focus on long-term growth and, in some cases, reduced risk of volatility.

Portfolios of company and government bonds with emphasis on secure, growing cashflows and long-term outcomes over current yields.

Sustainability or Impact

Backing companies that have the potential to make a positive measurable change and create long-term growth.

You are viewing the site as Information Requests in Global.

Inclusion.

Actual investors

The Baillie Gifford Prize for Non-Fiction

Person on grand staircase watching the Milky Way.

About us

We relentlessly seek out game-changing companies and other assets that can sustain long-term growth and remain resilient in a changing world. As an investment manager, we aim to deliver strong returns to you while supporting the firms we back on your behalf to succeed.

Life at Baillie Gifford

Working at Baillie Gifford

Frequently asked questions

Careers

Client Login

Contact us

Read the transcript

https://video.bailliegifford.com/0625_Private_Companies_Q2_Update_158703_10056239_20250708T134825Z_1080p.mp4

Investment manager Tara Sallis reflects on recent portfolio changes and market developments.

Private Companies Q2 investment update

https://media.bailliegifford.com/mws/zleb4mm0/20250708155144_baillie-gifford-film-private-companies-q2-update-transcript-july-2025.pdf

Private Companies Q2 investment update

Overview

About the speaker