Baillie Gifford Japanese Fund - what the market is missing
Online Event
10:00:00
Tue, 5th, Dec
Approx. 1 Hours
Please join us for a webinar with Baillie Gifford Japanese Fund investment manager Matthew Brett. Matthew will: - Address...
- enquiries@adviser-hub.co.uk
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Baillie Gifford
Baillie Gifford
Independent Global Investment Managers since 1908
Baillie Gifford is unique in the UK in being a large-scale investment business that has remained an independent private partnership. This ownership structure has allowed us to keep our efforts focused entirely on our clients and their investments and we are now one of the UK’s largest active investment management firms.
Curious
The best investment ideas spring from thinking about future possibilities, not short-term probabilities. From Edinburgh, our research covers the globe. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information.
Active
The world is complex. We believe that the way to generate returns for our clients is to focus on the deceptively simple task of identifying and investing in those companies which have the potential to grow at a faster rate, on a more sustainable basis, than their peers. We conduct rigorous qualitative research to establish whether prospective investments have the competitive, financial and strategic advantages to deliver on that potential.
Long Term
We are long-term investors, not speculators. Our investment philosophy focuses on growth, while our universe is global. Over a century of global investment experience has taught us that patience is vital, so we build long-term committed portfolios that aim to anticipate the next decade, not the next quarter. It’s a philosophy that has guided our investment strategy for over 100 years.
As with any investment your clients’ capital is at risk. Baillie Gifford & Co Limited is authorised and regulated by the Financial Conduct Authority.
Events
Please click here to find a schedule of upcoming events in 2023 where you can meet Baillie Gifford staff. This schedule will be updated throughout the year.
Insights
Scottish Mortgage deputy manager Lawrence Burns speaks to Dominik Richter, co-founder and chief executive at HelloFresh, about streamlining the journey from farm to front-door, reducing food waste and providing hassle-free meal options for consumers.
By keeping an open mind and not judging companies on superficial attributes, we hope to find attractive investment opportunities that other credit investors might overlook. Baillie Gifford’s Theo Golden explains.
Investment specialist Tom Danaher chats with manager of the Sustainable Income Fund Steven Hay about three big questions for those weighing up their pension options amid the challenges of the past five years.
Change how you move goods, change the world for the better. Chris Urmson, chief executive and co-founder of Aurora, discusses with Scottish Mortgage Manager Tom Slater what impact driverless trucks will have. Not just on the industry, but transportation at large.
What two questions should an investor ask themselves if a company’s share price goes up? In this recent webinar recording, join Scottish Mortgage’s decision-makers as they answer this and the questions put to them by its shareholders. Capital at risk.
Even as inflation slows, central banks are maintaining high interest rates, leaving the global economy teetering between recession and a soft landing. Baillie Gifford investment manager Scott Lothian discusses how the portfolio is adapting.
Catch up on the latest episode featuring a discussion on private companies, a Q&A with Baillie Gifford partner James Dow, and a deep dive into why Softbank is a top pick for the Japanese team.
Watch joint manager Steven Hay and investment specialist Philip Scott reflect on the year so far, challenges for growth investors and why the team maintains confidence in the Managed Fund’s long-term growth potential.
Traditional mining comes with a host of negative impacts – so can we enter the mineral age without getting our hands dirty? Baillie Gifford’s Kajetan Czyż explains more.
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.
Ben James, James Yuill and Rachael Callaghan pull apart three myths of private company investing that could be skewing your view.
When valuing private companies, we don’t let investment managers mark their own homework. From a separate valuation team to independent auditors, multiple layers of independent review form a robust approach that does not include the investment managers.
Watch Lee Qian, investment manager of the Baillie Gifford Positive Change Fund, as he provides an update on the strategy, accompanied by investment specialist Rosie Rankin. Learn more about the current portfolio as Lee shares the team’s current research areas. Capital at risk.
Some technologies advance exponentially. Scottish Mortgage’s Tom Slater highlights how companies blend innovations to benefit from the ways they scale over time.
Catch up on the latest episode featuring a Q&A with Sustainable Growth Fund manager Katherine Davidson, and find out more about leading luxury goods conglomerate, Kering, from European Fund manager Stephen Paice.
High interest rates may throw the point of income investing into question. Baillie Gifford’s Lucie Majstrova explains how the Sustainable Income Strategy goes about generating inflation-busting growth that lasts.
Baillie Gifford’s Toby Ross explains the four attributes the Sustainable Growth Team looks for in sustainable companies.
Can bond investors make themselves at home in the property sector? Baillie Gifford’s Rob Baltzer explores this question and uncovers a hidden gem in the industrial and logistics real estate property sector.
Turkey offers great sustainable investing potential. In this article, Baillie Gifford’s John Berry discusses the opportunities in competitive businesses here.
How do you spot a company with enduring growth potential? Partner Mark Urquhart shares lessons from a 27-year career that’s involved investing in Microsoft, Hermès and Netflix. Capital at risk.
The market’s enthusiasm for predictability is not in shareholders’ best interests. Investment manager Tom Slater explains why Scottish Mortgage will not follow the crowd in its pursuit of long-term returns.
Much has changed since Baillie Gifford set out its ideas on Actual investing. Does the approach still work?
Pandemic, inflation and global instability have all taken their toll, but the desirable qualities the growth stars of tomorrow remain the same as ever. Baillie Gifford’s Worldwide Discovery Team reflects on the lessons of turbulent times.
Baillie Gifford American Fund manager Gary Robinson explains why the conditions are right for innovative US companies to grow.
Scottish Mortgage deputy manager Lawrence Burns, reflects on a decade of private company investing, and the reasons why Scottish Mortgage continues to invest in private companies.
Investment Manager Chris Davies reflects on a tumultuous 18 months for European Equities, and where he thinks the opportunities lie.
Asset allocation is never predetermined. Baillie Gifford’s Managed Fund takes a view on it against its strategic starting point each quarter. Capital at risk.
Growth doesn’t necessarily depend on favourable macro conditions and falling interest rates. Instead, it is driven by shifts in behaviour and technology. By investing in companies at the frontiers of change, we can pursue much greater returns.
How savvy strategy and powerful alliances helped Yahoo! Japan become an online powerhouse learning from others’ mistakes and leveraging business links helped it come out on top. Baillie Gifford’s Thomas Patchett explains more.
Kate Fox, joint manager of the Baillie Gifford Positive Change Fund, discusses the Deep Transitions research project and its implications for investing in a more sustainable future.
Scottish Mortgage deputy manager Lawrence Burns uncovers how UPSIDE Foods has developed a way to create meat, without needing farmed livestock.
Defeating Covid was merely Moderna’s opening Act. Lawrence Burns, deputy manager of Scottish Mortgage Investment Trust, discusses the long-term potential of the US biotech firm.
From investing in private companies to the resilience of holdings, Scottish Mortgage’s Tom Slater and Lawrence Burns answered shareholder questions in this recent investor webinar.
Recursion Pharmaceuticals CEO and co-founder Chris Gibson tells Scottish Mortgage manager Tom Slater why he believes robots and AI can help find potential drugs faster, cheaper and more effectively than ever before.
The economy is stormy, so finding companies that can sail through a range of circumstances is the best strategy for growth investors in search of great returns, writes Baillie Gifford investment manager Michael Taylor.
Scottish Mortgage manager Tom Slater discovers how Denali Therapeutics plan to solve one of medical science’s toughest problems: developing treatments for the brain.
Baillie Gifford Global Income Growth investment manager Ross Mathison discusses why investors must stay focused on growth potential
Baillie Gifford investment managers Torcail Stewart and Lucy Isles discuss the relationship between sustainability and returns, and how this influences their commitment to hold responsible companies long term.
Lucy Haddow, product specialist on the Managed Fund, considers the future of growth companies, reflects on a difficult market and explains why the team remains optimistic.
As utility companies face new challenges, more care is required to separate the winners and losers. As investors at Baillie Gifford, it’s our job to identify those with the best chance of succeeding to ensure long-term returns.
Going online can stretch even the biggest grocer’s logistics. Ocado has a unique solution. In this podcast, Ocado’s co-founder and CEO Tim Steiner tells Scottish Mortgage deputy manager Lawrence Burns how the company is using robotics and AI to transform the world of ecommerce.
Denali Therapeutics’s CEO Ryan Watts tells Scottish Mortgage manager Tom Slater why he believes it can succeed where big pharma has failed by creating effective drugs for neurodegenerative diseases, in this episode of Invest in Progress.
When you’re surrounded by an ocean of information and noise it’s hard not to get distracted. Baillie Gifford's Global Income Growth investment manager Ross Mathison discusses why investors must stay focused on growth potential.
Investment specialist Claire Shaw from the Scottish Mortgage team, discovers how MercadoLibre combines innovation and iteration to democratise commerce and access to financial services.
Managed Fund specialist, Philip Scott, asks the fund’s bond team about their outlook on the asset class.
As many question the future of growth investing, the American Fund’s Dave Bujnowski explores the new engines powering progress.
Head of Multi Asset James Squires and Client Service Director Barry Templeton reflect on recent drivers of performance, how the current environment is influencing the portfolio and the outlook for the strategy.
What’s the closest thing to transportation? And how does it save lives? Investment specialist Claire Shaw from the Scottish Mortgage team discovers how far Zipline’s drones have come in delivering medicine instantly to everyone everywhere. Capital at risk.
Like intrepid explorers, to find the best long-term growth opportunities Managed Fund investors must look for companies reaching uncharted territory and disrupting norms, writes client service director Lucy Haddow.
Tom Slater and Lawrence Burns discuss three topics on shareholders’ minds – portfolio performance, China, and the future outlook. Capital at risk.
The transition to electric transportation is key for tackling climate change. Claire Shaw discusses how challenges facing this sector make battery recycling companies like Redwood Materials worth investing in. Capital at risk.
Today’s technologies and products are tomorrow’s museum pieces. Why invest in the status quo when you can invest in the future and help shape it? Manager Tom Slater and deputy manager Lawrence Burns explain more. Capital at risk.
In this recent webinar, fund manager Matthew Brett and investment specialist Thomas Patchett, explore the environment and opportunities that are arising for growth investing within Japan. Capital at risk.
In this short film, multi-asset specialist Lindsey Knight and investment manager Scott Lothian discuss the new fund and why it brings opportunities for strong, stable returns. Capital at risk.
Albert Einstein observed that simple is often best. Here, Baillie Gifford’s Robert Baltzer explains why this is true when it comes to investing in high yield bonds. Capital at risk and income not guaranteed.
Stuart Dunbar, partner at Baillie Gifford, explains why growth investing is as important as ever. Capital at risk.
Tom Slater, manager of Scottish Mortgage Investment Trust, looks at the process of picking private companies that create value and long-term relationships. Capital at risk.
Why investing in infrastructure for our greener future could also protect you against inflation. Baillie Gifford’s Gemma Wright explains how. Capital at risk and income not guaranteed.
The Global Discovery mission to capture opportunities in the enduring cycle of innovation has made for a fascinating ten years. Capital at risk.
Steven Hay and Lucy Haddow discuss how, despite recent underperformance, the Managed Fund team will stick with the holdings it believes can go the distance. Capital at risk.
Drawdowns are not easy. Tech stocks and other future winners have been hit hard, but this is not the end for growth stocks as Baillie Gifford’s James Budden explains. Capital at risk.
Baillie Gifford’s Torcail Stewart explains how attractive investment opportunities can be found by seeking resilient companies and thinking long-term. Capital at risk and income not guaranteed.
In this postcast, Baillie Gifford’s Stephen Paice, Head of Europe, explains how Sweden tops the charts for original thinking and innovation. Capital at risk.
In times of volatility, it often pays to be patient. The team from Baillie Gifford Managed Fund discuss the importance of having a long-term outlook as opposed to focusing on short-term events. Capital at risk.
From macroeconomics to sustainability, the Baillie Gifford Managed Fund team answer the key questions investors are asking about the funds emerging market holdings. Capital at risk.
Rosie Rankin, director at Baillie Gifford and Positive Change specialist, discusses the long term progress of the fund, the challenges of 2022 and the attractions of investing for impact. Capital at risk.
Tom Slater, manager of the Scottish Mortgage Investment Trust, discusses the current environment, activity in China, and why it is imperative that we stick to our investment philosophy. Capital at risk.
Baillie Gifford looks beyond energy stocks to focus on companies whose earnings and dividends should see long-term benefits from higher oil and gas prices. Seb Petit explains why. Capital at risk and income not guaranteed.
For digital learning companies that can balance accessibility and profits, the opportunities are vast. Baillie Gifford’s Thaiha Nguyen explains more. Capital at risk.
Gary Robinson of the Baillie Gifford American Fund explains why there’s no reason to fear innovators will run out of ideas. In fact, the speed at which they generate them is accelerating. Capital at risk.
Baillie Gifford’s Gary Robinson, investment manager of the US Growth Trust and American Fund, explains why the pace of invention should continue to speed up. Capital at risk.
In turbulent times, Scottish Mortgage’s focus is on long-term investing, not on the discomfort of drawdowns. Deputy fund manager Lawrence Burns explains why. Capital at risk.
Two renewable energy providers demonstrate how tackling climate change can also create new sources of reliable income. Baillie Gifford’s Charlie Houston explains more. Capital at risk and income not guaranteed.
Scottish Mortgage Investment Trust’s Claire Shaw explains why investing in the next generation of green technologies requires time and patience. Capital at risk.
Baillie Gifford’s Charlie Houston explains how renewable energy providers like India’s Greenko and Costa Rica’s ICE can tackle climate change while creating new sources of reliable income for investors. Capital at risk and income not guaranteed.
A growing digital economy means opportunities for those providing the real estate to support it, and a reliable income stream as Baillie Gifford’s Jon Stewart explains. Capital at risk and income not guaranteed.
Baillie Gifford’s Peter Singlehurst explains the rise of investment opportunities in innovative private companies like SpaceX, Epic Games and Stripe. Capital at risk.
Read Enlightenment, the quarterly digital magazine that puts Baillie Gifford’s funds in the spotlight, giving you the chance to access insights from the teams that manage them.
Scottish Mortgage deputy fund manager Lawrence Burns explains how access to the brightest minds in entrepreneurship and academia allows him and his team to invest in the leading companies of the future. Capital at risk.
Baillie Gifford’s Lucy Isles and Saorla Whelan explain how active bond investors can find the companies that are successfully adapting as the energy sector moves to a low-carbon initiative. Capital at risk and income not guaranteed.
Baillie Gifford’s Nicoleta Dumitru explains how two utilities involved in power grid upgrades could help income keep pace with inflation. Capital at risk and income not guaranteed.
Periods of weakness and market volatility aren’t comfortable, but we believe the Baillie Gifford Managed Fund’s consistent approach when investing in shares and bonds continues to be critical to delivering long-term growth, writes product specialist Lucy Haddow. Capital at risk.
Claire Shaw, Investment Specialist at Scottish Mortgage, explains how the autonomous vehicle company Nuro, hopes to transform local commerce and help deliver a better everyday life for everyone. Capital at risk.
Read Enlightenment, the quarterly digital magazine that puts Baillie Gifford’s funds in the spotlight, giving you the chance to access insights from the teams that manage them.
Baillie Gifford’s John Berry explains why investing strategies need to consider emerging markets’ potential for improvement, not just their risk scores. Capital at risk and income not guaranteed.
Investing in ‘high risk’ debt requires imagination, patience and an alignment of interests, as Baillie Gifford’s Robert Baltzer, Head of Credit Research, explains. Capital at risk and income not guaranteed.
Changing workforce demographics, Covid and climate change are pushing prices higher, leading to investment strategy shifts. Steven Hay, co-manager of the Baillie Gifford Multi Asset Income Fund explains. Capital at risk and income not guaranteed.
The insurance industry is being transformed by technological change – from drones to driverless cars. Baillie Gifford’s Duncan Sutherland considers how this will shape the future. Capital at risk and income not guaranteed.
Could knowing when to adapt be the key to successful long-term growth? Baillie Gifford’s Seb Petit explains. Capital at risk and income not guaranteed.
In the midst of the pandemic, do Mercado Libre and Avantor’s Bonds offer long-term value? Baillie Gifford’s Charlie Houston explains. Capital at risk and income not guaranteed.
Medical technologies using artificial intelligence could speed up medical breakthroughs as Tom Slater, joint manager of Scottish Mortgage Investment Trust explains. Capital at risk.
European Investment Specialist, Thomas Hodges, answers five burning questions on the companies to watch. Capital at risk.
As the Multi Asset Income Fund reaches its third anniversary, investment managers Steven Hay and James Dow reflect on successes, the impact of the Covid-19 pandemic and inflation’s challenge. Capital at risk and income not guaranteed.
Read Enlightenment, the quarterly digital magazine that puts Baillie Gifford’s funds in the spotlight, giving you the chance to access insights from the teams that manage them.
Baillie Gifford’s Theo Holland outlines the characteristics that make an emerging market attractive to income investors and explains how Indonesia became an Asian success story. Capital at risk and income not guaranteed.
Innovation is the name of the game. Baillie Gifford’s Torcail Stewart shares his enthusiasm for the growth companies of the future that we own the bonds of today. Capital at risk and income not guaranteed.
The Baillie Gifford Positive Change Fund invests in businesses that can help solve global challenges. But, as investment manager Kate Fox explains, the impact that some of the most influential companies have on daily lives is hidden from view.
With innovative management teams and breakthrough-inspiring cultures, Moderna and Illumina have the technology and vision to progress a new era of healthcare. Capital at risk.
The year 2020 felt somewhat surreal for UK investors. We answer some of the questions most asked by investors of the portfolio’s UK equity holdings. Capital at risk.
James Dow, investment manager for Baillie Gifford’s Global Income Growth explains why he thinks this is an exciting time to be an income investor. Capital at risk and income not guaranteed.
Deputy manager of Scottish Mortgage Lawrence Burns shares the views of brilliant minds outside the industry that will reshape your view of what equity investing is all about.
Amid all the uncertainty of 2020, what does this mean for Baillie Gifford’s American Fund? Read the latest issue of Enlightenment, Baillie Gifford’s funds magazine.
Are there limits to economic growth? Will we run out of ideas? Innovation will create a more prosperous, sustainable and inclusive world.
What do we mean by impact investing, and can it really deliver? Baillie Gifford investment manager Kate Fox talks to Iona Bain.
Baillie Gifford have launched a new website that brings together the best of their thinking on investing for income. The site features insights into how to achieve different mixes of sustainable income, capital protection and capital growth.
Paul Roberts of Baillie Gifford explains how a multi-asset approach can provide resilient long-term income in times of upheaval.
First to emerge from the coronavirus pandemic, the Asia ex Japan region is in robust health and its innovative companies are thriving. Roderick Snell, co-manager of the Baillie Gifford Pacific Fund, surveys the Asian landscape and argues that Asia is where to look for superior long-term growth.
It’s often listed companies that make the headlines but some of the most exciting investment opportunities are in private firms according to Scottish Mortgage Investment Trust’s Catharine Flood.
Income investors should learn the right lessons from the wreckage wrought by the pandemic. Read more in Enlightenment, Baillie Gifford’s funds magazine. Capital at risk and income not guaranteed.
Over the last decade, the investment industry has become increasingly short term and complex. Stuart Dunbar, partner at Baillie Gifford, explains why he believes the industry has lost its way.
Lucy Haddow, product specialist, gives an update on the Baillie Gifford Managed Fund and its position during these challenging times.
Yields at low or even negative rates have prompted questions about the relevance of investing in bonds. However, Baillie Gifford’s Phil Annen insists that this is an asset class that can still form a key part of an actively-managed, balanced portfolio.
Growth stocks have been more resilient during the pandemic. Tom Slater of Scottish Mortgage explains why now is not the time to hunt for value stocks.
The disruption caused by the coronavirus pandemic extends far beyond the narrow world of investment, but as Scottish Mortgage’s Catharine Flood explains, within that sphere the trust remains committed to patient investment, focused on the long term and on companies with the most potential for future growth.
What has a century of investing taught us about navigating a stock market crisis? Scott Nisbet, partner at Baillie Gifford, discusses the benefits of thinking long term.
The Coronavirus crisis has created a great deal of uncertainty in all our lives. That’s why, now more than ever, it’s important that long-term investors don’t panic.
Two of Southeast Asia’s biggest nations are following china into rapid tech-led growth says Ewan Markson-Brown, co-manager of Baillie Gifford’s Pacific Fund.
The best European companies are those whose management think hardest about securing future growth, says Stephen Paice of Baillie Gifford’s European Fund. Read more in Enlightenment, Baillie Gifford’s digital funds magazine.
Investment managers Roderick Snell and Ewan Markson-Brown discuss the best ways to unleash the potential of Asia in your portfolio.
There are lots of reasons not to invest in Europe. But beyond the negative headlines, there are still exciting opportunities to be found. Baillie Gifford Investment manager Stephen Paice discusses in the latest episode of the Baillie Gifford podcast.
For over 30 years, the Baillie Gifford Managed Fund has exemplified that sometimes the simplest solutions can be very successful. Iain McCombie and Steven Hay explain how the fund can help you solve the puzzle of investing in a complex world.
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Your client can invest in one or more of the investment trusts we manage.
Your client can invest in one or more of the investment trusts we manage.
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The information on this site is for financial intermediaries, authorised and regulated in the United Kingdom by the Financial Conduct Authority ("FCA") only. It is not for onward distribution or intended for use by members of the general public.
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