Capital at risk
Worldwide Discovery
The strategy seeks ambitious, rare companies that could shape our future by solving today’s most important, complex problems. We aim to find them at an early stage and hold them for the long term as they scale.
Investing in the immature and innovative
Unearthing the transformational growth companies of the next decade when they’re small and nimble, hoping to reap rewards by holding them as they experience the most exciting phases of growth.
Harnessing asymmetry
Worldwide Discovery is a global smaller companies equities strategy. It invests in disruptive companies, with a range of possible outcomes.
This can lead to volatility but can increase the chance of a highly asymmetrical outcome.
The strategy aims to outperform (net of fees) the MSCI ACWI Small Cap Index, mainly through capital appreciation, over rolling five-year periods.
We consider opportunities below $10bn but believe immaturity, not size, is the best proxy for potential. We hold based on conviction, not market cap.
We established the Discovery strategy to capture the opportunity in the enduring supercycle of innovation.
Meet the managers
Documents
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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
| # | Company | Fund % |
|---|---|---|
| 1 | Alnylam Pharmaceuticals | 6.4% |
| 2 | Axon Enterprise Inc | 5.0% |
| 3 | Aerovironment | 4.0% |
| 4 | Exact Sciences | 4.0% |
| 5 | Zillow Group Inc Class C | 3.5% |
| 6 | Schrodinger | 3.2% |
| 7 | Ocado | 2.9% |
| 8 | Appian Corp | 2.9% |
| 9 | Sprout Social | 2.8% |
| 10 | MarketAxess Holdings | 2.8% |
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.
Invest in this strategy
You can invest in this strategy through the following fund(s).
Explore further
Curious to learn more about our products and what we can offer you? Please get in touch.
How to invest in this strategy
You can invest in this strategy through the following fund(s).
Explore further
Curious to learn more about our products and what we can offer you? Please get in touch.
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