Baillie Gifford Us Growth Share Discussion Threads

[jl9] 10/5/2018 14:17

I think patient investors here will more likely be rewarded than in WPCT.

[luckymouse] 03/4/2018 19:17

Good luck guys

[luckymouse] 03/4/2018 18:24

Baillie Gifford is a 'top quality' Edinburgh IT fund mgr inc popular names such as SMT, EWI, BGS


The US Tech sector is one of the best performing segments in the world

In spring 2018 BG launched a new fund focused on finding exceptional US disruptors EPIC:USA

This 'Unicorn' category is the holy grail of LT investing ie AMZN is up 10K% since IPO 20yrs ago



Research shows only 90 stocks (representing 0.4% of all US stocks or 1 in 200) were responsible for half of the $32 trillion net wealth created on the US market between 1926-2015
BG are focused on investing for the long term in these world changing stocks & their winning IP.

[blondviking] 26/3/2018 13:09

Yes I bought a few for the wife's isa. Nice to see a small lift today, a good start.

[marksp2011] 22/3/2018 21:45

Anyone buy some?

[ben gunn] 05/9/2017 14:55

ALL,
These post contain an interesting archive of late 2007 early 2008 Credit Crunch News.

[ariesr] 26/2/2016 18:33

!YOUTUBEVIDEO:4ZjsRxrYShE:

[ariesr] 26/2/2016 18:33

!YOUTUBEVIDEO:4ZjsRxrYShE:

[ben gunn] 25/7/2014 09:49

June month end
July signals confirmed that the equity recovery was a storm in a teacup except for USA Tech which has powered ahead.
Aside from Henderson Technology (still held at 20th July)we have used absolute return and diversified growth funds to mop up recent equity holdings which proved a mistake.
To tighten signal discipline the Risk Asset decision map will now be produced in full monthly to show where reward trend and net trend meets hurdle returns.

[ben gunn] 29/5/2014 17:14

23 May 2014
The NAS rose over 2% last week (an annual rate of over 100%) and we see this as a potentially significant breakout.
From Monday 26th May we see the 6 months from Nov 2013 as a useful period of consolidation and with the VIX below 12 we are more scared of getting left behind than being too early.
Our tactics are to commence re-building equity positions through shifting our high cash holdings into key equities and trusts, de-weighting certain safety first holdings and trimming the weaker performing bond trusts as SLXX remains trendless.
Our fund of the month is Cavendish technology.
(obviously individual funds whose weekly support line remains below their monthly support line are strictly off limits)

DigitalInvest rules.
With the current artificial lowering of interest rates we are looking at a move to cut certain asset class performance hurdles so that they remain realistic. This translates into a permanent policy of holding four parallel sets of asset class hurdles for monetary policy states:
loose (like summer 2014)
quite loose
quite tight
tight

[ben gunn] 06/5/2014 16:34

2013 Overview:
Following the post in Feb above there were 8 more weeks of astonishing equity gains.
By the end of April this upthrust looked overdone and we were casting around for the next hole for our funds as the performance of bonds looked drab.
A lucky meeting with Stewart Cowley (Old Mutual Bond guru) at the Morningstar conference gave us the lead-"non-directional funds".
Translated this means we were sitting comfortably (if staidly) in Targeted Absolute Return funds during the shake-out from May to July.

As well as Crispin Odey it was David Crawford at City Financial and the team at Cazenove who did so well that they later soft closed their funds All bar David Crawford).
By 7th November 2013 we were seeing a huge point of inflection in the Dow but the NAS continued to surge up until April 2014. This meant that we played a few games with Smaller companies and Techs but generally re-positioned in long Gilts and wider Absolute returns such as Shroder Absolute credit and Standard Life Distribution as well as sinking about 75% into Absolute Return.The last 5 years now look like:

2009
2010
2011
2012
2013

[balto] 29/7/2013 09:28

Hello

I would need to know what is the USA's equivalent of the FSA

Thank you for your help

[ben gunn] 24/2/2013 20:10

8 Months Later. (Late Feb report)
Mid 2012 showed a mixed but positive picture up to eve of Pres. election week but following the subsequent severe late Oct early Nov shake-out and better news from Europe- a clear uptrend commenced which we bought into:
Gradually in Dec 2012
Fully in Jan 2013
Strong (as in over 80%) by the start of Feb.

At the point of writing there is still no medium term confirmation of Equity bias but the short term picture is solid and gains of over 10% in 2 months mean that this could be the start of a solid uptrend, even if a short one.
Commentators continue to see weakness in trade, confidence and GDP. The US housing market data show bursts of life that may confirm recovery but given the high levels of short term govt stimulous the net picture is hardly encouraging. The more bearish commentators continue to press for bank balance sheets to be shaken out. A return to positive real interest rates will achieve this.

[petralva] 20/12/2012 15:15

Looks like the end of nyse in it's current form...........ice will probably keep the iconic wall st........

[fatnacker] 30/10/2012 10:24

No exceptions?

[lgw] 30/10/2012 10:21

lol
I hope all our US friends will stay safe in the wake of Hurricane Sandy.

[ohojim] 30/10/2012 08:36

Shocking picture of Hurricane Sandy hitting New York

[notanewmember2] 30/10/2012 08:25

Good plan. We don't want a contagion or a storm in the markets.

[jgpgw] 30/10/2012 08:22

Hurricane Sandy forces US markets to shut for a second day

Markets in the US will not be open today (Tuesday, 30 Oct 12), as Hurricane Sandy continues its path along the eastern seaboard of the USA.

"Frankenstein's Monstorm" shut US markets yesterday as well, but things are looking good for trading to resume tomorrow. NYSE warns that is is a "precautionary" plan though and if conditions get worse, trading might not resume until later in the week.

----

News

NYSE -
NASDAQ -
National Hurricane Centre -
ADVFN -

John

[monte1] 29/10/2012 13:38

What are you 'saying' John?


Has Irene gone in for gender re-assignment treatment, came out as Sandy and as a result has been piling on the pounds ?

[jgpgw] 29/10/2012 11:57

This hurricane is HUGE.

Have a look at this link and use the slider in the middle of the image to compare the sizes of Irene (from last year) to Sandy:



John

[shug5ter] 29/10/2012 11:55

Lazy lot. Cannot believe they would shut up shop because of a bit of wind and rain. What are those people made of?, toilet paper or something?.

[golly blackwell] 29/10/2012 11:24

Thanks, John.