Main menu
Edison Group
  • Home
  • Equities

    Equities

    View All Equities

    Equities by Sector

    Verve Group

    MCap

    EUR746m

    Last close

    EUR4.00

    ▲ 0.60 (17.65%)

    Filtronic

    MCap

    GBP163m

    Last close

    GBP0.74

    ▲ 11.00 (17.46%)

    Checkit

    MCap

    GBP21m

    Last close

    GBP0.19

    ▲ 2.00 (11.76%)

  • Sectors

    Sectors

  • Thematics

    Thematics

    View All Thematics

    Latest

  • Audiovisual

    Audiovisual

    View All Audiovisual

    Latest

Protected: Baillie Gifford US Growth Trust in 60 seconds

Protected: Baillie Gifford US Growth Trust in 60 seconds

Baillie Gifford US Growth Trust — 1 video in collection

More on this equity

Edison recently published a note on Baillie 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.

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.

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.

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.

< Previous
Next >

You may also be interested in these:

Investment Companies

JPMorgan European Discovery Trust in 60 seconds

Investment Companies

The Diverse Income Trust in 60 seconds

Subscribe to Edison

Get access to the very latest content matched to your personal investment style.

Sign up for free