Baillie Gifford US Growth Trust – equity proposition
Equity proposition
4 November 2024
Baillie Gifford US Growth Trust (USA) invests in exceptional US businesses with the potential to grow substantially faster than the market and deliver above-market returns. The trust has over £600m in assets under management and is managed by Gary Robinson and Kirsty Gibson of Baillie Gifford, an Edinburgh-based investment manager. We highlight the key points of USA’s investment story. 1. USA’s managers are seeking the mega caps of tomorrow. 2. The trust has significant holdings in unlisted companies. 3. Recent greater focus on profitability as well as portfolio holdings’ growth is already paying off. 4. The trust’s managers are excited by ongoing US entrepreneurialism. MORE »
