This video is archived and some details may be out of date.

<p>You need to be an existing investor of this {{FundOrStrategy}} before you can view its details.</p>
<p>If you are not an existing investor of this {{FundOrStrategy}}, please close this message and you'll be directed to our list of funds.</p>

If none of the previous options apply, please select Rest of World below:

I invest on my own behalf, am a job seeker, a journalist or want to learn more about Baillie Gifford.

Individual investor

Professional Investors

Non-UK Shareholders

Non-UK

SELECT LOCATION

This article is archived and some details may be out of date.

Home

This private website has been shared on a reverse solicitation basis only. It is intended to only be accessed by the recipient: a professional or institutional investor who has received the direct link from Baillie Gifford following a reverse enquiry. It has been designed to provide you with the specific information you have requested from Baillie Gifford. It is not for onward distribution, and is not intended for use with retail clients.

Legal declaration

This podcast is archived and some details may be out of date.

Philosophy

Deliberately different in more ways than one. Discover our investment philosophy and learn how we differentiate ourselves from the rest.

Insights

Events

Documents

Podcast

You are viewing the site as Insights in UK

About Us

How to Invest

Frequently Asked Questions

Email Sign Up

Read the transcript

Introduction and purpose 

The buyback announcement

Elliott’s influence on the buyback 

Elliott and Alliance Trust

New ideas

The IPO market

Profits from private companies

Private company allocation

The Magnificent 7

AI Opportunities and examples

Ferrari

How is the buyback financed?

Elliott’s influence and alignment

TikTok/ ByteDance

Do the managers encourage IPOs?

Tracking private company fundamentals

Lessons on discounts and valuations

Debt levels of the Trust

Opportunities in India

Moderna

Tesla and Aurora

Ginkgo Bioworks

ASML

Most exciting stocks

Portfolio conviction

Personal Investment in Scottish Mortgage

Tom Slater, Lawrence Burns and Stewart Heggie sat in discussion.

https://video.bailliegifford.com/Investor_webinar-_your_questions_answered_96422_10045917_20240327T133910Z_1080p.mp4

Tom Slater and Lawrence Burns talk buybacks, private company valuations, and the astonishing progress of portfolio holdings.

Investor webinar: your questions answered

https://media.bailliegifford.com/mws/xaqjvu4m/20240328100139_transcript-investor-webinar-your-questions-answered-march-2024.pdf

Investor webinar: your questions answered

October 2024

Portfolio Update Q3 2024

October 2024

Change Drives Growth: Introduction

October 2024

Private Companies: Primary Capital is Purposeful Capital

October 2024

Wise: Money Without Borders

Investor webinar: your questions answered

Related insights

October 2024

Portfolio Update Q3 2024

October 2024

Change Drives Growth: Introduction

October 2024

Private Companies: Primary Capital is Purposeful Capital

October 2024

Wise: Money Without Borders