Roderick Snell, investment manager of the Pacific Horizon Investment Trust PLC, gives an update on the portfolio, discusses post-pandemic trends, and tells us what excites him most about the future...
Despite strong recent performance and excellent long-term track record, JMF is trading at a wide discount…
Companies and industries rarely evolve gradually. Progress is often explosive explains Kirsty Gibson, joint manager of the Baillie Gifford US Growth Trust
From Ryanair to Rio Tinto, firms that suffer through tough times often resurface as big long-term winners. Spencer Adair, manager of The Monks Investment Trust, reveals what turns these stocks into...
Tom Slater, joint manager of Scottish Mortgage Investment Trust, examines the game-changing tech that could speed up breakthroughs against cancer, heart failure, and Alzheimer’s...
Baillie Gifford investment manager Spencer Adair and client director John Carnegie review the portfolio’s performance and hone in on Tesla, Moderna and Sea, as well as its Chinese holdings...
Investment manager Milena Mileva gives an update on the philosophy, positioning and activity of the Baillie Gifford UK Growth Trust portfolio...
The nimblest firms are often those that don’t fight disorder but embrace it. Gary Robinson, co-manager of Baillie Gifford US Growth Trust and Baillie Gifford American Fund, takes lessons from a pio...
Download the presentation and listen to the audio from our 'Cool Britannia' Summer conference on 01 July...
Download the presentation and listen to the audio from our first roundtable discussion with James Henderson, James de Uphaugh and Rory Bateman...
Despite strong outperformance, HOT’s shares have moved to a substantial discount…
Join the team at Kepler Trust Intelligence and six leading UK fund managers as we examine the prospects for UK equities with COVID in retreat and Brexit uncertainty finally behind us…
Our research suggests wide discounts often herald high NAV returns too…
Online trading platforms have transformed the way we put our money to work. Iain McCombie, joint manager of the Baillie Gifford UK Growth Fund explains how these companies brought financial power t...
Anzelm Cydzik talks to investment managers of the Baillie Gifford UK Growth Fund Milena Mileva and Iain McCombie. They discuss the key traits of their long-term investment philosophy, current portf...
MRC has the lowest OCF in the AIC UK All Companies sector and a strong track record...
Two of our analysts debate whether Europe's improving vaccination programme will be the next opportunity for investors in their pursuit of returns...
How can we best invest to make life better for all, including the world’s poorest? Kate Fox and Lee Qian, joint managers of Keystone Positive Change Investment Trust, explain their approach to Jemi...
In this webinar recording, Rosie Rankin, a specialist on the Baillie Gifford Positive Change Team, speaks to Kate Fox and Lee Qian, investment managers of the Keystone Positive Change Investment Tr...
Despite a strong long-term track record, JMF is currently on a wide discount…
The aim of the Keystone Positive Change Investment Trust is to deliver attractive investment returns on behalf of shareholders over the long term, and to help shareholders contribute towards a mor...
UK Equity Income trusts have done a heroic job of maintaining their dividends through the pandemic...
Investment and impact go hand in hand for the Keystone Positive Change Investment Trust. New to Baillie Gifford, the trust broadens its investment mandate under the watchful eyes of investment mana...
In the first of our articles focused on Kepler Rated trusts, we examine this trust which has seen its discount widen for reasons which, in our view, don't make much sense...
KPC’s board is proposing significant changes to the investment mandate and strategy...
