October 2023
Features
Baillie Gifford UK Growth Trust manager insights
Investment manager Milena Mileva shares an annual update on the portfolio, reflecting on the market environment, performance and turnover, and opportunities for holdings...
13 Oct
13 Oct
Features
Monks Investment Trust manager insights
Investment manager Malcolm MacColl discusses recent performance, portfolio positioning and how the team considers three earnings growth profiles in stock selection...
06 Oct
06 Oct
Features
How Howdens won the trust of the trade
Discover how the kitchen supplier Howdens takes know-your-customer to a new level. Baillie Gifford UK Growth Trust’s Iain McCombie explains how the firm’s understanding of the ‘nuts and bolts’ makes the fittings business a great growth stock...
06 Oct
06 Oct
September 2023
Features
Scottish Mortgage: What is private company investing? And how do we do it?
We call it private companies, not private equity, for a reason. Discover what private company investing is, and why we believe there isn’t a need to draw a hard line between privately-owned and publicly-listed companies...
29 Sep
29 Sep
Features
Opportunities in Asia ex Japan
In this webinar recording, Roderick Snell, manager of the Pacific Horizon Investment Trust, discusses why he believes Asia ex Japan will be one of the fastest growing regions over the coming decades and how he strives to be invested in its fastest growing companies...
22 Sep
22 Sep
Features
Growth investing: four lessons from three decades
Baillie Gifford partner Mark Urquhart shares lessons from a 27-year career that’s involved investing in Microsoft, Hermès and Netflix...
13 Sep
13 Sep
August 2023
Features
Scottish Mortgage manager insights: Tom Slater on embracing discomfort
The market’s enthusiasm for predictability is not in shareholders’ best interests. Tom Slater explains why Scottish Mortgage will not follow the crowd in its pursuit of long-term returns...
18 Aug
18 Aug
Features
UK Equities: A fantastic hunting ground for long-term growth investors
In this webinar, Milena Mileva, co-manager of the Baillie Gifford UK Growth Trust plc, dispelled some myths about investing in the UK equity market, and explained why it's an excellent opportunity for long-term growth investors...
18 Aug
18 Aug
Features
Actual investing: why thinking differently matters
Much has changed since Baillie Gifford set out its ideas on Actual investing. Does the approach still work?
18 Aug
18 Aug
Features
Finding sustainable dividend growth in turbulent markets
As SAINTS celebrates its 150th anniversary, Citywire’s Kathrin Schindler speaks to the trust’s co-manager James Dow about portfolio positioning, what influences the stock-picking process and the outlook for the year ahead...
08 Aug
08 Aug
Features
Connecting with Brazilian change-makers tackling social problems
Keystone Positive Change Investment Trust’s Ed Whitten meets Brazilian firms seeking social impact and growth, as well as some of their customers...
07 Aug
07 Aug
Features
Scottish Mortgage on investing in private companies
Private companies offer some of the most exciting growth opportunities available. But as Scottish Mortgage’s deputy manager Lawrence Burns explains, that’s only one of four key reasons the Trust invests in them...
07 Aug
07 Aug
July 2023
Features
Scottish Mortgage Investor Webinar – Your questions answered
In this webinar recording, Scottish Mortgage manager Tom Slater and deputy manager Lawrence Burns answer the top questions on shareholders’ minds. They discuss private company investing, share price performance, the resilience of holdings in a challenging climate, investing in China and much more.
28 Jul
28 Jul
Features
Shin Nippon: Japan’s hidden global champions
Discover the hidden gems in Japan’s small cap market. Praveen Kumar, manager of Baillie Gifford Shin Nippon, says there’s more to Japan than manufacturing...
21 Jul
21 Jul
June 2023
Features
Baillie Gifford China Growth Trust: Manager Insights
Joint manager Sophie Earnshaw reflects on the macro drivers of performance for Chinese equities over the last two years, and explains why the team remains excited about growth opportunities in China...
30 Jun
30 Jun
Features
The SAINTS story: 150 years of income and growth
Remembering the visionary Edinburgh lawyer who laid the foundations of an enduring powerhouse of global investing. The birth of The Scottish American Investment Company a century and a half ago, is all thanks to William Menzies’ vision of the US’s rise to economic supremacy...
23 Jun
23 Jun
Features
Pacific Horizon: The Indonesian companies powering the green transition
Indonesian companies were Pacific Horizon’s best performers in 2022. Roderick Snell, manager of Pacific Horizon Investment Trust, shares why the country is positioned well for long-term growth...
23 Jun
23 Jun
Features
Baillie Gifford: what investors get wrong about Europe
Chris Davies, joint manager of the Baillie Gifford European Growth Trust, gives three examples of European companies that show there is no shortage of ambition and disruption in Europe...
16 Jun
16 Jun
Features
Transformative investment: a new approach to a sustainable future
Baillie Gifford investment manager Kate Fox discusses the Deep Transitions research project and its implications for investing in a more sustainable future...
16 Jun
16 Jun
Features
What is the long-term outlook for Japanese smaller companies?
In this update, Baillie Gifford Shin Nippon manager Praveen Kumar, shares the team’s views and provides an update on the performance over the past year...
09 Jun
09 Jun
Features
Positive change in challenging times
Baillie Gifford’s Rosie Rankin, director of the Keystone Positive Change Investment Trust, gives an update on portfolio performance, company research and opportunities for the year ahead...
09 Jun
09 Jun
May 2023
Features
UPSIDE Foods: why the vegan founder is championing meat
The way meat gets onto our plates is unpalatable for many. UPSIDE Foods plans to change that as Scottish Mortgage’s Claire Shaw discovers...
26 May
26 May
Features
Can Elevance Health transform the US healthcare system?
Malcolm MacColl, deputy manager of The Monks Investment Trust, shares the growth prospects around Elevance Health and how it can address the shortcomings of the US healthcare system...
19 May
19 May
Features
Reflections on five years of the Baillie Gifford US Growth Trust
In this webinar recording, Gary Robinson, manager of the Baillie Gifford US Growth Trust, discusses recent performance, why they remain excited about their private company holdings and whether the long-term investment outlook has changed...
12 May
12 May
Features
Recursion Pharmaceuticals: creating maps of human biology
Discovering new medicines involves exploring the frontiers of biology and chemistry. But it’s also a ‘big numbers’ problem as Scottish Mortgage’s Claire Shaw discovers...
05 May
05 May
April 2023
Features
SAINTS Manager Insights
A half-century of dividend growth? Co-manager of The Scottish American Investment Company (SAINTS), James Dow, is hopeful it will be so as he looks to the future in this annual update...
28 Apr
28 Apr
Fund Research
Baillie Gifford Shin Nippon
BGS is trading on a rarely available wide discount…
21 Apr
21 Apr
March 2023
Features
Denali Therapeutics: rising to the challenge of brain disease
Scottish Mortgage manager Tom Slater talks to Ryan Watts, CEO and Co-Founder of Denali Therapeutics, about the company’s mission to tackle brain disease...
24 Mar
24 Mar
Features
Edinburgh Worldwide Investment Trust: Manager Insights
Baillie Gifford's Douglas Brodie, lead manager of the Edinburgh Worldwide Investment Trust, reflects on the challenges of the past year, the current investment environment and how the portfolio is positioned for future opportunities...
17 Mar
17 Mar
Features
MercadoLibre: bridging the digital divide
Scottish Mortgage deputy manager Lawrence Burns speaks to Pedro Arnt, CFO of MercadoLibre, to find out how the company combines innovation and iteration to democratise commerce and access to financial services...
10 Mar
10 Mar
Fund Research
Monks
MNKS shares have derated, but the managers believe the portfolio will be resilient…
27 Mar
27 Mar