Initiation research from QuotedData
Baillie Gifford UK Growth - Looking way beyond the now
18th August 2021
Looking way beyond the now
It is now just over three years since Baillie Gifford, an investment management house famed for its growth-focused investment strategies, took over the management of Baillie Gifford UK Growth Trust (BGUK). This move has paid off, with absolute and relative performance versus its peers (in the AIC's UK All Companies sector) improving dramatically, while a marked share price discount to NAV was, until recently, eliminated.
BGUK offers investors the best ideas from Baillie Gifford's UK equities team. Its managers are stock pickers, with a long-term (five-to-10-year) view, whose portfolios are managed with a consistent philosophy, allowing them to look through short-term market noise. While markets fret about the risk of new COVID variants, BGUK's managers are excited about the innovation and prospects they see for their portfolio companies. Today's discount opportunity could prove to be short-lived.
Full research:
https://quoteddata.com/research/baillie-gifford-uk-growth-looking-way-beyond-now
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NB: Marten & Co was paid to produce this note on Baillie Gifford UK Growth Trust Plc and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the FCA. Marten & Co is not permitted to provide investment advice to individual investors.
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