MUTUAL FUNDS
Investment is not just a science, it is an art. Here we share our insights on a variety of topics including investing for the long term, healthcare, technology and the global economy.
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ReadAugust 2021Hyper-connected Networks: Seedbeds of Growth.
In 2019’s paper A Case for Growth, I argued that, despite a decade-long run for growth stocks, there were plenty of exceptional growth companies left for long-term investors to pick from. The cupboard was by no means bare. Two years on, has our thinking changed?
Read moreReadFull Year 2020Positive Change Impact Report.
The Positive Change Team’s latest impact report, covering our activity during 2020 and plans for the years ahead.
Read moreReadMay 2021Positive Change – It’s Not Obvious.
Positive Change invests in businesses that can help solve global challenges. But, as Kate Fox explains, the impact that some of the most influential companies have on daily lives is hidden from view.
Read moreWatchMay 2021International Growth Manager Update.
Nick Thomas and Christel Brodie, investment specialists for the International Growth Fund, give an update on the activity of the portfolio over the last quarter, covering portfolio positioning, transactions and pipeline ideas.
WatchWatchApril 2021The Baillie Gifford EAFE Plus All Cap Fund and The Baillie Gifford Developed EAFE All Cap Fund.
In this webinar, Client Service Director Matthew Coyle is joined by Joe Faraday, a decision maker for the Baillie Gifford EAFE Plus All Cap Fund and the Baillie Gifford Developed EAFE All Cap Fund, and Charlie Broughton, an investment manager in the Smaller Companies Team and specialist representative for International All Cap. Joe and Charlie explain that although many understand the concept of idea generation as a light bulb moment, for the International All Cap Team it’s a gradual process that develops over time.
WatchReadApril 2021An Impactful Portfolio - Financial Advisor.
The Baillie Gifford Positive Change Equities Fund has generated monster returns while seeking positive impact. By Jeff Schlegel.
Read moreWatchFebruary 2021Baillie Gifford U.S. Equity Growth Fund Webinar.
In this webinar recording, Client Director Ben James talks to all four key decision makers of the U.S. Equity Growth Fund portfolio, Tom Slater, Kirsty Gibson, Gary Robinson and Dave Bujnowski. The team explore the thought processes that have helped them navigate the challenge of maintaining a 5-10 year investment horizon during what has been a year of rapid change, followed by questions from attendees.
WatchReadFull Year 2020Positive Conversations.
This document looks at the contribution of the Positive Change portfolio to society through its business practices and focuses on our approach to engagement with the companies owned on behalf of our clients.
Read moreReadDecember 2020Innovation: Why it’s Crucial for Sustainability.
Lee Qian, Investment Manager in Baillie Gifford’s Positive Change Strategy, tells us why we should harness innovation and economic growth to create a more prosperous, sustainable and inclusive world.
Read moreReadNovember 2020Quality Delivers.
The phrase “quality will remain long after the price is forgotten” is attributed to Sir Henry Royce, founder of Rolls Royce. International Alpha investment manager Tom Walsh explains how this saying applies to equity investing.
Read moreReadOctober 2020Emerging Markets: Coming of Age.
It’s time to stop looking in the rear-view mirror when it comes to emerging markets. Conventional wisdom always extrapolates recent experience, but after a decade in which both economic growth and equity returns have been lacklustre relative to the rest of the world – and with relative valuations now back at multi-decade lows – we worry that investors have badly misunderstood the depth of the transformation that has been taking place in our asset class.
Read moreReadSeptember 2020The New Plastics Economy.
With plastics production set to double in the next 20 years and almost quadruple by 2050, the Positive Change Team considers whether a circular plastics economy could be the answer and what investment opportunities it might bring.
Read moreReadSeptember 2020Scale as a Service.
Companies become more efficient as they grow. In the past, that involved big capital outlays and was bad news for challengers. However, as Gary Robinson explains, entrepreneurs can now rent the essential tools from cloud platforms, enabling them to compete more easily.
Read moreReadSecond Quarter 2018Cultural Advantage.
To build great businesses, company management should understand how a company’s culture can affect shareholder value. Gary Robinson looks at how having a distinctive culture can create great opportunities for those looking to invest in thoughtfully managed companies.
Read moreReadNovember 2019The Shape of Things to Come.
To be equity investors we need to be optimists. To be growth equity investors, even more so. To be emerging market (EM) equity growth investors, we actually need something to bring the optimism levels down a bit.
Read moreThe Baillie Gifford Mutual Funds are distributed by Baillie Gifford Funds Services LLC. Investors should carefully consider the objectives, risks, charges and expenses of the Funds before investing. This information and other information about the Funds can be found in the prospectus and the summary prospectus. For a prospectus and summary prospectus please go here. Please carefully read the Fund’s prospectus and related documents before investing.
