Baillie Gifford US trust reveals portfolio changes as it seeks to close 17.6% discount
The trust has sold several holdings including Peloton, Carvana and First Republic
The trust has sold several holdings including Peloton, Carvana and First Republic
Director of marketing and distribution James Budden speaks to Portfolio Adviser following Assessment of Value report
Fund managers discuss where they are finding the most attractively-valued stocks
Current market cycle ‘proving to be particularly powerful’
Manager Charlie Broughton remains ‘valuable member of the International Smaller Companies team’
Some growth companies may float on a rising tide and then sink but others can plough through
Trailing FTSE World index for second year in a row
Shares fell nearly 14% as the Baillie Gifford trust lagged its benchmark
Geopolitical risk factors are exerting a greater force on companies and sectors, but investors still have time to adapt
While share price fell 33.5% for the year to 31 March
Sharon Flood and Vikram Kumaraswamy have backgrounds ‘relevant to the trust’s portfolio’
Baillie Gifford Shin Nippon has struggled with waning investor sentiment over the last five years