Capital at risk
Global Alpha Paris Aligned
We aim to own companies with the potential to deliver superior earnings growth in line with the Paris Agreement. The portfolio is global, and our research draws on the insights of the entire investment floor.
Investing with a purpose
An ambitious approach to investing in exceptional growth companies from across the spectrum of opportunity, consistent with addressing the climate crisis. The portfolio is truly global, and our research draws on the insights of the investment floor.
Global Alpha: our philosophy
Investment manager Helen Xiong introduces Global Alpha, reflecting on the exciting opportunities ahead.
High growth, low emissions
We aim to identify companies which can grow their earnings at a superior rate to the market over a sustained period, with prices which don’t reflect their potential. As share prices are ultimately driven by earnings growth, this approach underpins our objective to deliver returns of 2 to 3 per cent per annum ahead of the benchmark over rolling five-year periods before the deduction of fees. The strategy also commits to maintaining a Weighted Average Greenhouse Gas Intensity lower than the MSCI ACWI EU Paris Aligned Requirements Index, attempting to limit the rise in global temperatures to 1.5 degrees.
Decarbonising with diversity
Our philosophy is to invest long-term in well-managed businesses with sustainable competitive advantages. We embrace diversity, splitting the portfolio across three growth profiles – compounders, disruptors and capital allocators – which seek to exploit different inefficiencies. Each holding is analysed to ensure consistency with the transition to a low-carbon economy. The resulting portfolio of about 90 holdings represents the most attractive opportunities aligned with ambitious decarbonisation goals.
For me, open-mindedness, imagination and the ability to embrace change are essential for long-term growth investors.
Meet the managers
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Strategy portfolio holdings
A list of the top 10 holdings that the representative portfolio invests in.
All figures up to: 31 March 2024
| # | Holding | % of portfolio |
|---|---|---|
| 1 | Microsoft | 4.9% |
| 2 | Meta Platforms | 4.4% |
| 3 | Amazon.com | 4.3% |
| 4 | Elevance Health Inc. | 3.6% |
| 5 | Moody's | 3.1% |
| 6 | Mastercard | 2.7% |
| 7 | CRH | 2.4% |
| 8 | Service Corporation International | 2.4% |
| 9 | Alphabet | 2.2% |
| 10 | Prosus | 2.2% |
Please note
The information contained on this page is intended as a guide only and should not be relied upon when making investment decisions. All holdings information is unaudited. Source Baillie Gifford & Co. Please note that totals may not add due to rounding.
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Curious to learn more about our products and what we can offer you? Please get in touch.
Insights
Key articles, videos and podcasts relating to the strategy:
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Insights
Global Alpha: back to growth
The managers tell a London Investment Forum about new sources of opportunity and optimism.
HelloFresh: changing how people eat forever
HelloFresh’s CEO explains the art and science of meal kit delivery at a global scale.
Why growth, why now?
Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.
A net zero initiative update
A reflection on Baillie Gifford’s commitment to the climate transition.
Global Alpha: manager update
The managers discuss the market environment, portfolio positioning and current opportunities.
Global Alpha Paris-Aligned Stewardship Report
2022 update including company engagements, audit, ESG metrics, and voting record.
Global Alpha Stewardship Report 2021
For the year to 30 September 2021.
Global Alpha: our philosophy
Investment manager Helen Xiong introduces Global Alpha, reflecting on the exciting opportunities ahead.
Related insights
Global Alpha: back to growth
The managers tell a London Investment Forum about new sources of opportunity and optimism.HelloFresh: changing how people eat forever
HelloFresh’s CEO explains the art and science of meal kit delivery at a global scale.Why growth, why now?
Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.A net zero initiative update
A reflection on Baillie Gifford’s commitment to the climate transition.Global Alpha: manager update
The managers discuss the market environment, portfolio positioning and current opportunities.Global Alpha Paris-Aligned Stewardship Report
2022 update including company engagements, audit, ESG metrics, and voting record.Global Alpha Stewardship Report 2021
For the year to 30 September 2021.
Explore further
Curious to learn more about our products and what we can offer you? Please get in touch.
Important information
Please remember that all investment strategies have the potential for profit and loss and your or your clients’ capital may be at risk.
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