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16. Bull, Bear & Beyond – Baillie Gifford US Growth Trust in 60 seconds

S1 E16 · Bull, Bear & Beyond by Edison Group

3 Plays1 year ago

Edison recently published a note on Baillie Gifford US Growth Trust.

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About ‘Bull, Bear & Beyond’

Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

About Edison:

Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.

Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

Original interview published on 31/10/2024 and reposted as a podcast

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Transcript

Edison and Bailey Gifford US Growth Trust Overview

00:00:00

Speaker

Edison recently published a note on Bailey Gifford US Growth Trust. This trust invests in exceptional US businesses with the potential to grow substantially faster than the market and deliver above market returns.

Investment Focus and Sectors

00:00:13

Speaker

Such businesses tend to operate at the cutting edge of technology-led change and the trust has exposure to companies focused on AI, space travel and online services.

Performance and Challenges

00:00:25

Speaker

The company's recent performance has been strongly positive in absolute terms, although its unlisted holdings have been a drag on relative performance due to the adverse impact of higher interest rates on valuations.

Future Outlook and Opportunities

00:00:40

Speaker

However, many of the Trust's holdings have been doing exceptionally well on an operational basis, and the managers are excited about the future. They believe AI is driving some of the biggest technological developments of the century, and they expect this tech revolution to generate huge structural opportunities for the innovative and adaptable businesses they target.