Overview
Fund objective
The Long Term Global Growth Investment Fund aims to outperform (after deduction of costs) the MSCI ACWI Index, as stated in sterling, over rolling five-year periods.
The manager believes this is an appropriate benchmark given the investment policy of the Fund and the approach taken by the manager when investing. In addition, the manager believes an appropriate performance comparison for this Fund is the Investment Association Global Sector.
There is no guarantee that this objective will be achieved over any time period and actual investment returns may differ from this objective, particularly over shorter time periods.
Investment proposition
The LTGG Team is structured such that every investor can contribute meaningfully to the generation of new ideas, stock research and stock discussions. We want to bring cognitive diversity, creativity and imagination to the research process. Once a stock has been fully researched and discussed, the decision makers are responsible for making the ultimate decision on its inclusion (or otherwise) in the portfolio. Their decisions place an emphasis on backing enthusiasm rather than achieving a full consensus. The LTGG portfolio is deliberately concentrated so the bar is high for any stock to be included in the portfolio. Stocks will typically enter the portfolio as small positions. Thereafter, the bias is towards hold discipline and running winners with a belief that asymmetric returns will drive investment performance.
Share price and charges
Share class
B, AccPrice
1337.00p% change
-1.11%Yield
0.0%Ex-dividend (XD)
NOngoing charges*
0.64%Initial charge
0%Minimum investment
£100,000Minimum top up
£1,000Fund facts
As at: 30 April 2026
Fund launch date
10 April 2017
Fund size
£1,333.94m
The Investment Association sector
Global
Comparative Index
MSCI ACWI Index from 30 June 2023, previously FTSE All World Index
Active share
88%**
Annual turnover
13%
Guideline number of holdings
30-60
Current number of holdings
38
Style
Growth
XD Date
31 December each year
Distribution
28 February each year
Pricing
Valuation point 10am daily, swinging single price
Fund settlement cycle
Trade date plus two business days (T+2)
**Relative to MSCI ACWI. Source: Baillie Gifford & Co, MSCI.
Meet the managers
Risk Warnings
Risk Introduction
Investment markets can go down as well as up and market conditions can change rapidly. The value of an investment in the Fund, and any income from it, can fall as well as rise and investors may not get back the amount invested. The specific risks associated with the Fund include:
Custody
Custody of assets, particularly in emerging markets, involves a risk of loss if a custodian becomes insolvent or breaches duties of care.
Emerging Markets
The Fund invests in emerging markets, which includes China, where difficulties with market volatility, political and economic instability including the risk of market shutdown, trading, liquidity, settlement, corporate governance, regulation, legislation and taxation could arise, resulting in a negative impact on the value of your investment.
Concentration
The Fund's concentrated portfolio relative to similar funds may result in large movements in the share price in the short term.
Foreign Currency
The Fund has exposure to foreign currencies and changes in the rates of exchange will cause the value of any investment, and income from it, to fall as well as rise and you may not get back the amount invested.
Volatility
The Fund's share price can be volatile due to movements in the prices of the underlying holdings and the basis on which the Fund is priced.
Further Information
Further details of the risks associated with investing in the Fund can be found in the NURS-Key Investor Information Document or the Prospectus, copies of which are available at bailliegifford.com.
Index disclaimer
Source: MSCI. MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used as a basis for other indexes or any securities or financial products. This report is not approved, endorsed, reviewed or produced by MSCI. None of the MSCI data is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such.
Important information
Your location indicates you are based in Guernsey and you have confirmed that you are an intermediary. The information in the website is not intended for retail investors. Please select “Change” at the top of the page if this is not suitable for you.
This website is informative only and the information provided should not be considered as investment or other advice or a recommendation to buy, sell or hold a particular investment. Read our Legal and regulatory information for further details.
Fund performance
Periodic performance
As at: 30 April 2026
1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|---|
Class B-Acc | 7.5% | -6.8% | -19.1% | 6.1% | 13.8% | -0.5% |
Index* | 7.0% | 4.7% | 4.4% | 29.3% | 17.2% | 11.6% |
Sector Average** | 6.7% | 2.8% | 2.7% | 23.3% | 12.2% | 7.4% |
Sector Ranking | 214/588 | 582/585 | 579/580 | 511/571 | 208/500 | 416/439 |
Figures for 3 and 5 years are shown as the annualised rate of return. This is the average yearly return over the specified period.
Annual discrete performance
As at: 31 March 2026
31/03/2021 – 31/03/2022 | 31/03/2022 – 31/03/2023 | 31/03/2023 – 31/03/2024 | 31/03/2024 – 31/03/2025 | 31/03/2025 – 31/03/2026 | |
|---|---|---|---|---|---|
Class B-Acc | -10.3% | -16.7% | 26.9% | 5.9% | -2.3% |
Index* | 12.8% | -0.9% | 21.1% | 5.3% | 18.0% |
Sector Average** | 8.4% | -2.7% | 16.7% | -0.3% | 13.4% |
Important information
Your location indicates you are based in Guernsey and you have confirmed that you are an intermediary. The information in the website is not intended for retail investors. Please select “Change” at the top of the page if this is not suitable for you.
This website is informative only and the information provided should not be considered as investment or other advice or a recommendation to buy, sell or hold a particular investment. Read our Legal and regulatory information for further details.
Fund portfolio holdings
The list of top 10 holdings that this fund invests in.
As at: 30 April 2026
| # | Holding | % of total assets |
|---|---|---|
| 1 | Amazon.com | 8.1% |
| 2 | NVIDIA | 7.2% |
| 3 | ASML | 6.2% |
| 4 | TSMC | 5.3% |
| 5 | AppLovin | 4.6% |
| 6 | Cloudflare | 4.5% |
| 7 | Tencent | 3.3% |
| 8 | Nu Holdings | 3.2% |
| 9 | CATL | 3.1% |
| 10 | PDD Holdings | 2.9% |
Sector
As at: 30 April 2026
# | Sector | Fund % | Index % * | Difference % |
|---|---|---|---|---|
| 1 | Information Technology | 33.4 | 28.7 | 4.7 |
| 2 | Consumer Discretionary | 28.4 | 9.3 | 19.1 |
| 3 | Communication Services | 11.7 | 8.8 | 2.9 |
| 4 | Industrials | 11.1 | 11.3 | -0.1 |
| 5 | Health Care | 6.0 | 8.1 | -2.0 |
| 6 | Financials | 5.7 | 16.4 | -10.7 |
| 7 | Consumer Staples | 2.7 | 5.1 | -2.4 |
| 8 | Cash | 1.0 | 0.0 | 1.0 |
Total | 100.0 | 87.6 |
Top 10 geographical locations
As at: 30 April 2026
# | Top 10 locations | Fund % | Index % * | Difference % |
|---|---|---|---|---|
| 1 | United States | 47.2 | 63.4 | -16.2 |
| 2 | China | 16.1 | 2.7 | 13.4 |
| 3 | Netherlands | 8.6 | 1.2 | 7.5 |
| 4 | Brazil | 6.1 | 0.6 | 5.6 |
| 5 | Taiwan | 5.3 | 2.9 | 2.3 |
| 6 | Sweden | 2.8 | 0.8 | 2.0 |
| 7 | India | 2.6 | 1.4 | 1.2 |
| 8 | Canada | 2.3 | 3.1 | -0.8 |
| 9 | Singapore | 2.2 | 0.4 | 1.9 |
| 10 | France | 2.1 | 2.2 | -0.1 |
Total | 95.3 | 78.6 |
Region
As at: 30 April 2026
# | Region | Fund % | Index % * | Difference % |
|---|---|---|---|---|
| 1 | North America | 49.5 | 66.5 | -17.0 |
| 2 | Emerging Markets | 34.4 | 11.8 | 22.7 |
| 3 | Europe (ex UK) | 15.1 | 11.2 | 3.9 |
| 4 | Pacific ex Japan | 0.0 | 2.3 | -2.3 |
| 5 | UK | 0.0 | 3.2 | -3.2 |
| 6 | Japan | 0.0 | 5.0 | -5.0 |
| 7 | Cash | 1.0 | 0.0 | 1.0 |
Total | 100.0 | 100.0 |
Quarterly transactions
Transactions for the three-month period ending 31 March 2026
New purchases
- MakeMyTrip
Complete sales
- The Trade Desk
Additions
- AppLovin
- Axon Enterprise Inc
- Joby Aviation Inc
- Reddit, Inc. Cl A
- Samsara
Reductions
- Netflix Inc
Important information
Your location indicates you are based in Guernsey and you have confirmed that you are an intermediary. The information in the website is not intended for retail investors. Please select “Change” at the top of the page if this is not suitable for you.
This website is informative only and the information provided should not be considered as investment or other advice or a recommendation to buy, sell or hold a particular investment. Read our Legal and regulatory information for further details.
Insights
Key articles, videos and podcasts relating to the fund:
Filters
Insights
Viewing 88 of 88
QXO: Maslow and materials
Why QXO’s transformation of an outdated building materials sector is gaining real momentum.
BeOne: going global
Why BeOne’s global ambition is starting to look more meaningful for Long Term Global Growth.
Long Term Global Growth Q1 update
Investment specialist Jon Henry reflects on recent performance, portfolio changes and market developments.
Different by design
Why staying true to a patient approach can create opportunity over the long term.
MakeMyTrip: cleared for takeoff
India’s travel boom, competitive resilience and AI investment set the stage for MakeMyTrip’s next chapter.
Unprompted insight: the human edge
In an AI-saturated world, face-to-face conversations with company leaders can reveal what metrics miss.
The forge of intelligence
From models to matter, investment manager John MacDougall explores the rise of physical AI.
Smart models, sharp founders: AI’s future
Cutting through the noise to find AI growth companies that will really matter over the next decade.
Axon: rewiring public safety
Long Term Global Growth discusses Axon’s mission-led tech and why international growth could follow.
Long Term Global Growth Q4 update
Investment specialist Carla Bannatyne reflects on recent performance, portfolio changes and market developments.
Crowding at the waterhole: beyond megacaps
Index crowding into megacaps can leave investors overexposed; patient teams look beyond the obvious for winners.
What’s your flavour of choice?
Three investment managers debate growth strategies from tech disruption to steady compounders
Some like it hot
Why the 'riskiest' growth companies may actually be your portfolio's best defence.
Fairytales and fundamentals revisited
Jonny Greenhill on Long Term Global Growth’s patient approach to backing transformative companies.
LTGG Reflections: Duolingo
Why Duolingo is a beneficiary of AI, not a victim – and why for the long-term investor, patience is a virtue.
LTGG Reflections: Cloudflare
How Cloudflare evolved from internet security to AI gatekeeper, controlling content access and reshaping digital economics.
Long Term Global Growth Q3 update
Investment specialist Jonny Greenhill reflects on recent performance, portfolio changes and market developments.
Fairytales and fundamentals
Finding investment clarity when markets speak nonsense and valuations tell curious tales.
LTGG Reflections: Netflix
Lessons in disruption, adaptability and the conviction required to invest in outliers.
LTGG Reflections: Rocket Lab
From a New Zealand shed to challenging SpaceX: why Rocket Lab's remarkable journey captivates LTGG.
Brittle botany
How LTGG cultivates resilience in a fractious world.
Long Term Global Growth Q2 update
Investment manager Mark Urquhart reflects on recent performance, portfolio changes and market developments.
LTGG Reflections: Listening beats forecasting
Why we value curiosity over certainty: recent lessons from the road
LTGG Stewardship Report
For the year ended December 2024.
LTGG Reflections: materiality
Why focusing on long-term business fundamentals, not headlines, drives LTGG's investment success.
LTGG Reflections: Know where your towel is
Why investors should avoid the temptation to throw in the towel during market turmoil.
With the benefit of foresight
Investors must navigate uncertainty to create long-term value in a rapidly changing world.
LTGG Reflections: TSMC, why now?
The 40-year-old company leading AI technology with advanced semiconductor production.
Long Term Global Growth Q1 update
The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
LTGG Reflections: Resisting short-term noise
Mark Urquhart teaches us how to ignore market noise and focus on promising companies.
Climate scenarios: so what?
Six themes we think will influence companies’ futures as the world adapts to climate change.
AI revolution: behind the 'overnight' success
AI is revolutionising industries globally. Stewart Hogg explores how AI is reshaping companies and driving long-term growth.
Finding sanity in the circus
An LTGG insight into what really matters for long term growth investing at the current juncture.
Volatility in LTGG: a feature not a bug
Why volatility is crucial to LTGG's strategy of capturing outsized returns.
LTGG Reflections: Jewels in the crown
How we consider the balance of tradition and transformation when it comes to investing in India.
LTGG Reflections: Private eyes
Our approach to private market investments and the AI new buy it led to.
LTGG Reflections: When life gives you lemons, make lemonade
Our new portfolio holding AppLovin has an innovative approach to app marketing, driving success in a crowded market.
LTGG Reflections: Flying under the radar
Uncovering our portfolio holdings that fly under the radar: Intuitive Surgical, Atlassian and Tencent.
Kweichow Moutai: spirit of China
The fiery spirit that’s a profitable symbol of Chinese culture and luxury.
LTGG Reflections: From handbags to outliers
Exploring our enduring and high-performing luxury brand holdings and their investment potential.
LTGG Reflections: The value of culture
Why the critical role of corporate culture can be the heartbeat of business success.
Sugar rush: LTGG Q2 2024
Highlighting the companies driving portfolio returns and how our appetite for growth compares to market trends.
Transformations
The LTGG Team explore themes that will be key to the next 20 years of transformational growth.
LTGG Reflections: e.l.f Beauty
Why we believe e.l.f. Beauty's innovative approach and explosive growth make it a must-have in the LTGG portfolio.
LTGG Reflections: Risk
How we identify leading high-growth companies by blending deep fundamental analysis with strategic insights.
Webinar: Why growth? Why now?
Partners Tim Garratt and Stuart Dunbar identify signs of emerging growth.
LTGG Reflections: A robotic reality
From surgery to warehouses, discover how robotics are redefining efficiency and innovation in 2024.
The opportunity in risk: LTGG Q1 2024
How the LTGG team searches for companies willing to take bold risks to become future leaders.
Algorithmic alchemy: investing with optimism in AI
How artificial intelligence creates growth opportunities and ways for us to serve you better.LTGG Stewardship Report 2023
For the year ended December 2023.
LTGG Reflections: The year of the dragon
LTGG investment manager Mark Urquhart reflects on his recent trip to China.
Long Term Global Growth Strategy
Investment manager, Mark Urquhart, discusses the Baillie Gifford Long Term Global Growth Strategy.
LTGG Reflections: Llama mile
How the ecommerce giant is slashing delivery times with innovation and an unlikely courier fleet
LTGG’s 2023 year-end review
Was 2023 the year that saw transformational growth stories resume their conquest?
The 3 traits of great growth stocks
Why real-world problem solving, financial discipline and adaptability are critical to growth.
LTGG Reflections: Illumina
Why we sold Illumina after more than a decade in the portfolio.
LTGG Reflections: Solar innovations
Enphase's role in the solar revolution and the potential for long-term growth.
LTGG third quarter 2023 update
A look at portfolio performance over the recent quarter-end.
LTGG Reflections: NVIDIA - chipping away at success
Following a successful quarter, the LTGG team consider the future of NVIDIA.
Growth investing across decades
Mark Urquhart discusses the science and art of picking growth stocks with enduring potential.
LTGG Reflections: The transformative potential of AI
Artificial intelligence is not as new as you think it is, as the LTGG portfolio reveals.
LTGG Reflections: Defying data disorder
Why Datadog's ability to master the chaos of cloud computing offers an attractive opportunity.
LTGG second quarter 2023 update
An update on portfolio performance, and the importance of adapting for the future.
LTGG Reflections: Kaizen – continuous improvement
Reflections on performance, holdings and continuous improvement.
LTGG Reflections: Jevons paradox - a case for Samsara
How Samsara's data-driven insights help its customers optimise their business operations.
LTGG: Quarterly Review
LTGG review the first quarter of 2023 and the engines of change.
Reflections: Catch-22 Earnings
Does the market under-appreciate the impact of intangible investments?
LTGG Reflections: Rising from the ashes
An investment portfolio update explaining why holdings have thrived despite economic chaos.
LTGG investor update – January 2023
LTGG’s Stewart Hogg and Gemma Barkhuizen on volatility, business culture, and the long-term view.
LTGG quarterly commentary
A look at recent macroeconomic factors and performance and considerations for the future.
LTGG: our companies’ character
An LTGG ESG update.
LTGG Reflections: Second quarter 2022
Sailing in the Roaring Forties.
LTGG Manager Update
The LTGG Team share their thoughts on what’s currently going on in the markets, what worries them and what they are excited about for the next 5-10 years.
LTGG Reflections: Sea Ltd
LTGG unpacks the potential of a new holding in the fintech and gaming space.
Jumpers in the hot wash
Tim Garratt considers how we value exciting businesses and reflects on what we lose when we fail to imagine.
LTGG Reflections: The future of synthetic biology
How Ginkgo Bioworks is making advances in computing and DNA engineering.
LTGG Reflections: A look back on Q1
The LTGG team consider recent performance and the long-term outlook for the fund.
LTGG Reflections: Roblox
New holding, Roblox, aims to bring the world together through play. The LTGG Team take a closer look.
LTGG Reflections: On short-term drawdowns
The LTGG team on short-term drawdowns and investing in era-defining companies.
Long Term Global Growth: Team evolution
Scott Nisbet interviews the Long Term Global Growth decision-makers discussing volatility, inflation, interest rates, China and portfolio holdings: Roblox, SEA, Moderna and Coupang.
LTGG Reflections: The return of the tartan army
LTGG on demanding huge returns, backing companies that rip up the rule books, and looking to the future.
Looking back going forward
The LTGG Team look back on an extraordinary 12 months and discuss the growth prospects of the portfolio, the rapid development of vaccines and the importance of hold discipline.
Highlights video: Long Term Global Growth webinar
Client Director Tatjana Evans-MacLeod highlights the most notable discussion points from the recent LTGG webinar, in which investment managers Mark Urquhart, Gemma Barkhuizen and Linda Lin discussed turnover, valuation, China, ESG, and capacity.
AI: Learning on the job
Dubbed the new electricity, artificial intelligence is intrinsic to the strategy and operations of many companies in the Long Term Global Growth portfolio.
Calm reflection during the amygdala hijack
In times of stress stock markets, like people, often revert to act now, think later. Tim Garratt advocates doing the opposite.
When Milton met Billy
Shareholders seem to be obsessed with short-term profits. We aren’t. Scott Nisbet proposes an alternative path, where patience with the right companies is rewarded, and a less direct route to profitability can lead eventually to a more valuable outcome.
LTGG XV
The evolution of LTGG over the first 15 years.
Graham or growth?
In his latest paper, James Anderson discusses Ben Graham’s book The Intelligent Investor, the seminal work on Value investing that remains as valid today as it did when he wrote it seven decades ago. James considers the author’s views and their implications for Growth investing in the current environment.
LTGG presents
Transformations
Go behind the scenes of more than two decades of Long Term Global Growth (LTGG) thinking. This digital series brings our thinking to life, showing how the team has identified, debated and learned from transformational shifts to find those rare companies with the potential to shape the decade ahead.
QXO: Maslow and materials
Why QXO’s transformation of an outdated building materials sector is gaining real momentum.BeOne: going global
Why BeOne’s global ambition is starting to look more meaningful for Long Term Global Growth.Long Term Global Growth Q1 update
Investment specialist Jon Henry reflects on recent performance, portfolio changes and market developments.Different by design
Why staying true to a patient approach can create opportunity over the long term.MakeMyTrip: cleared for takeoff
India’s travel boom, competitive resilience and AI investment set the stage for MakeMyTrip’s next chapter.Unprompted insight: the human edge
In an AI-saturated world, face-to-face conversations with company leaders can reveal what metrics miss.The forge of intelligence
From models to matter, investment manager John MacDougall explores the rise of physical AI.Smart models, sharp founders: AI’s future
Cutting through the noise to find AI growth companies that will really matter over the next decade.Axon: rewiring public safety
Long Term Global Growth discusses Axon’s mission-led tech and why international growth could follow.Long Term Global Growth Q4 update
Investment specialist Carla Bannatyne reflects on recent performance, portfolio changes and market developments.Crowding at the waterhole: beyond megacaps
Index crowding into megacaps can leave investors overexposed; patient teams look beyond the obvious for winners.What’s your flavour of choice?
Three investment managers debate growth strategies from tech disruption to steady compoundersSome like it hot
Why the 'riskiest' growth companies may actually be your portfolio's best defence.Fairytales and fundamentals revisited
Jonny Greenhill on Long Term Global Growth’s patient approach to backing transformative companies.LTGG Reflections: Duolingo
Why Duolingo is a beneficiary of AI, not a victim – and why for the long-term investor, patience is a virtue.LTGG Reflections: Cloudflare
How Cloudflare evolved from internet security to AI gatekeeper, controlling content access and reshaping digital economics.Long Term Global Growth Q3 update
Investment specialist Jonny Greenhill reflects on recent performance, portfolio changes and market developments.Fairytales and fundamentals
Finding investment clarity when markets speak nonsense and valuations tell curious tales.LTGG Reflections: Netflix
Lessons in disruption, adaptability and the conviction required to invest in outliers.LTGG Reflections: Rocket Lab
From a New Zealand shed to challenging SpaceX: why Rocket Lab's remarkable journey captivates LTGG.Brittle botany
How LTGG cultivates resilience in a fractious world.Long Term Global Growth Q2 update
Investment manager Mark Urquhart reflects on recent performance, portfolio changes and market developments.LTGG Reflections: Listening beats forecasting
Why we value curiosity over certainty: recent lessons from the roadLTGG Stewardship Report
For the year ended December 2024.LTGG Reflections: materiality
Why focusing on long-term business fundamentals, not headlines, drives LTGG's investment success.LTGG Reflections: Know where your towel is
Why investors should avoid the temptation to throw in the towel during market turmoil.With the benefit of foresight
Investors must navigate uncertainty to create long-term value in a rapidly changing world.LTGG Reflections: TSMC, why now?
The 40-year-old company leading AI technology with advanced semiconductor production.Long Term Global Growth Q1 update
The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.LTGG Reflections: Resisting short-term noise
Mark Urquhart teaches us how to ignore market noise and focus on promising companies.Climate scenarios: so what?
Six themes we think will influence companies’ futures as the world adapts to climate change.AI revolution: behind the 'overnight' success
AI is revolutionising industries globally. Stewart Hogg explores how AI is reshaping companies and driving long-term growth.Finding sanity in the circus
An LTGG insight into what really matters for long term growth investing at the current juncture.Volatility in LTGG: a feature not a bug
Why volatility is crucial to LTGG's strategy of capturing outsized returns.LTGG Reflections: Jewels in the crown
How we consider the balance of tradition and transformation when it comes to investing in India.LTGG Reflections: Private eyes
Our approach to private market investments and the AI new buy it led to.LTGG Reflections: When life gives you lemons, make lemonade
Our new portfolio holding AppLovin has an innovative approach to app marketing, driving success in a crowded market.LTGG Reflections: Flying under the radar
Uncovering our portfolio holdings that fly under the radar: Intuitive Surgical, Atlassian and Tencent.Kweichow Moutai: spirit of China
The fiery spirit that’s a profitable symbol of Chinese culture and luxury.LTGG Reflections: From handbags to outliers
Exploring our enduring and high-performing luxury brand holdings and their investment potential.LTGG Reflections: The value of culture
Why the critical role of corporate culture can be the heartbeat of business success.Sugar rush: LTGG Q2 2024
Highlighting the companies driving portfolio returns and how our appetite for growth compares to market trends.Transformations
The LTGG Team explore themes that will be key to the next 20 years of transformational growth.LTGG Reflections: e.l.f Beauty
Why we believe e.l.f. Beauty's innovative approach and explosive growth make it a must-have in the LTGG portfolio.LTGG Reflections: Risk
How we identify leading high-growth companies by blending deep fundamental analysis with strategic insights.Webinar: Why growth? Why now?
Partners Tim Garratt and Stuart Dunbar identify signs of emerging growth.LTGG Reflections: A robotic reality
From surgery to warehouses, discover how robotics are redefining efficiency and innovation in 2024.The opportunity in risk: LTGG Q1 2024
How the LTGG team searches for companies willing to take bold risks to become future leaders.Algorithmic alchemy: investing with optimism in AI
How artificial intelligence creates growth opportunities and ways for us to serve you better.LTGG Stewardship Report 2023
For the year ended December 2023.LTGG Reflections: The year of the dragon
LTGG investment manager Mark Urquhart reflects on his recent trip to China.Long Term Global Growth Strategy
Investment manager, Mark Urquhart, discusses the Baillie Gifford Long Term Global Growth Strategy.LTGG Reflections: Llama mile
How the ecommerce giant is slashing delivery times with innovation and an unlikely courier fleetLTGG’s 2023 year-end review
Was 2023 the year that saw transformational growth stories resume their conquest?The 3 traits of great growth stocks
Why real-world problem solving, financial discipline and adaptability are critical to growth.LTGG Reflections: Illumina
Why we sold Illumina after more than a decade in the portfolio.LTGG Reflections: Solar innovations
Enphase's role in the solar revolution and the potential for long-term growth.LTGG third quarter 2023 update
A look at portfolio performance over the recent quarter-end.LTGG Reflections: NVIDIA - chipping away at success
Following a successful quarter, the LTGG team consider the future of NVIDIA.Growth investing across decades
Mark Urquhart discusses the science and art of picking growth stocks with enduring potential.LTGG Reflections: The transformative potential of AI
Artificial intelligence is not as new as you think it is, as the LTGG portfolio reveals.LTGG Reflections: Defying data disorder
Why Datadog's ability to master the chaos of cloud computing offers an attractive opportunity.LTGG second quarter 2023 update
An update on portfolio performance, and the importance of adapting for the future.LTGG Reflections: Kaizen – continuous improvement
Reflections on performance, holdings and continuous improvement.LTGG Reflections: Jevons paradox - a case for Samsara
How Samsara's data-driven insights help its customers optimise their business operations.LTGG: Quarterly Review
LTGG review the first quarter of 2023 and the engines of change.Reflections: Catch-22 Earnings
Does the market under-appreciate the impact of intangible investments?LTGG Reflections: Rising from the ashes
An investment portfolio update explaining why holdings have thrived despite economic chaos.LTGG investor update – January 2023
LTGG’s Stewart Hogg and Gemma Barkhuizen on volatility, business culture, and the long-term view.LTGG quarterly commentary
A look at recent macroeconomic factors and performance and considerations for the future.LTGG: our companies’ character
An LTGG ESG update.LTGG Reflections: Second quarter 2022
Sailing in the Roaring Forties.LTGG Manager Update
The LTGG Team share their thoughts on what’s currently going on in the markets, what worries them and what they are excited about for the next 5-10 years.LTGG Reflections: Sea Ltd
LTGG unpacks the potential of a new holding in the fintech and gaming space.Jumpers in the hot wash
Tim Garratt considers how we value exciting businesses and reflects on what we lose when we fail to imagine.LTGG Reflections: The future of synthetic biology
How Ginkgo Bioworks is making advances in computing and DNA engineering.LTGG Reflections: A look back on Q1
The LTGG team consider recent performance and the long-term outlook for the fund.LTGG Reflections: Roblox
New holding, Roblox, aims to bring the world together through play. The LTGG Team take a closer look.LTGG Reflections: On short-term drawdowns
The LTGG team on short-term drawdowns and investing in era-defining companies.Long Term Global Growth: Team evolution
Scott Nisbet interviews the Long Term Global Growth decision-makers discussing volatility, inflation, interest rates, China and portfolio holdings: Roblox, SEA, Moderna and Coupang.LTGG Reflections: The return of the tartan army
LTGG on demanding huge returns, backing companies that rip up the rule books, and looking to the future.Looking back going forward
The LTGG Team look back on an extraordinary 12 months and discuss the growth prospects of the portfolio, the rapid development of vaccines and the importance of hold discipline.Highlights video: Long Term Global Growth webinar
Client Director Tatjana Evans-MacLeod highlights the most notable discussion points from the recent LTGG webinar, in which investment managers Mark Urquhart, Gemma Barkhuizen and Linda Lin discussed turnover, valuation, China, ESG, and capacity.AI: Learning on the job
Dubbed the new electricity, artificial intelligence is intrinsic to the strategy and operations of many companies in the Long Term Global Growth portfolio.Calm reflection during the amygdala hijack
In times of stress stock markets, like people, often revert to act now, think later. Tim Garratt advocates doing the opposite.When Milton met Billy
Shareholders seem to be obsessed with short-term profits. We aren’t. Scott Nisbet proposes an alternative path, where patience with the right companies is rewarded, and a less direct route to profitability can lead eventually to a more valuable outcome.LTGG XV
The evolution of LTGG over the first 15 years.Graham or growth?
In his latest paper, James Anderson discusses Ben Graham’s book The Intelligent Investor, the seminal work on Value investing that remains as valid today as it did when he wrote it seven decades ago. James considers the author’s views and their implications for Growth investing in the current environment.
Important information
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Important information
Your location indicates you are based in Guernsey and you have confirmed that you are an intermediary. The information in the website is not intended for retail investors. Please select “Change” at the top of the page if this is not suitable for you.
This website is informative only and the information provided should not be considered as investment or other advice or a recommendation to buy, sell or hold a particular investment. Read our Legal and regulatory information for further details.