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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Baillie Gifford Us Growth Trust Plc | USA | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| -1.80 | -0.91% | 195.40 | 08:56:42 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 195.40 | 195.40 | 195.40 | 197.20 |
| Industry Sector |
|---|
| EQUITY INVESTMENT INSTRUMENTS |
| Top Posts |
|---|
Posted at 01/8/2023 16:23 by quepassa hopefully as the rest of the quoted market is steadily increasing in value - so will the unlisted equally be subject to UPWARDS revaluation.and likely sooner rather than later perhaps, I surmise i don't really see why investors are so concerned about the unlisted element of the portfolio. For me, it's the cherry on top of the sundae. I want access to the future ipo heroes and ipo unicorns which are otherwise effectively off limits to private investors. And this investment trust has the highest proportion of its assets that I can find invested in SpaceX which is destined to become the most valuable company in the world when it floats. That's exciting. If investors don't like unlisted, there are just so many other funds and trust to chose from, so why do they invest here in the first place? good luck all. but one things is for sure.... .....the market seems to be falling rapidly back in love with both the GROWTH and the TECH sectors all imo. dyor. qp |
Posted at 17/7/2023 22:20 by takeiteasy Are things finally starting to turn in the PE space?Elon Musk’s Space Exploration Technologies, the most highly valued private tech company in the U.S., has told some investors it expects to bring in about $8 billion in revenue in 2023, roughly doubling its revenue from the previous year. The expectation for rapid growth helps explain the fervor of some investors for SpaceX shares, which have defied recently depressed private tech valuations. www.theinformation.c |
Posted at 02/6/2023 06:22 by takeiteasy Interesting article on trustnet on this fund that for some reason the system does not allow me to post a link so have tried to paste the more relevant section but give trustnet credit for the information etc...may 2023 article...After the past three years, which the manager acknowledged have been “very tough” for investors in the fund and “even tougher” for the underlying businesses, the future ahead isn’t the more certain, with risks including a debt-ceiling crisis, persistently high interest rates and a recession looming in the US as well as other developed markets.But, when comparing the situation to the great financial crisis of 2008, Gibson sees more differences than similarities.“ trustnet.com/news/13 |
Posted at 12/5/2022 16:08 by vacendak I will add to it at the end of the month, hopefully just before all that blood on the streets of "tech + growth" begins to coagulate again.As they say: "For every Palm Sunday there is a Golgotha" The article is about the funds, but the ITs are not faring any better. The BG golden boys are really getting trashed at the moment. |
Posted at 19/3/2021 17:16 by vacendak I have noticed that the February factsheet is up.Tesla has dropped a bit in the rankings. |
Posted at 18/5/2020 18:04 by whitestone The funds behind the US stock lifting Covid-19 vaccine hopesBy Daniel Grote 18 May, 2020 at 16:18 The funds behind the US stock lifting Covid-19 vaccine hopes Baillie Gifford is among the major backers of Moderna (MRNA.O), the US biotechnology company which has sent stock markets rallying with news of a promising early trial for its experimental Covid-19 vaccine. Shares in Moderna have surged 25% after the company reported promising results from an early study of the vaccine conducted by the US National Institutes of Health. Eight patients who were administered the vaccine were found to have antibody levels similar to those that have recovered from the coronavirus. ‘We are investing to scale up manufacturing so we can maximize the number of doses we can produce to help protect as many people as we can from Sars-CoV-2,’ said Stéphanie Bancel, Moderna chief executive. Global stock markets were also lifted by the news, on hopes a medical breakthrough in the fight against the coronavirus pandemic could allow locked-down economies to reopen more quickly. The FTSE 100 was up 3.3% at 5,993 while in the US, the S&P 500 opened 2.5% higher. Growth-focused Edinburgh fund group Baillie Gifford is among the major backers of Moderna, holding just under 1% of the shares in a stake worth $284m, according to Refinitiv data. Moderna shares have soared 338% since the turn of the year on investor hopes over the progress of its coronavirus vaccine. The fund group’s two best-performing funds of the last three years hold the stock. The £3.5bn Baillie Gifford American fund, up 117.7% over the last 36 months, has an $83.8bn stake, according to Refinitiv data accounting for around 2% of the portfolio. The £405m Baillie Gifford Positive Change fund, the best-performing fund in the Investment Association’s Global sector over the last three years, also holds the shares. It holds a $19.4m position according to Refintiv, accounting for around 3.8% of the portfolio. Shares in the £483m Baillie Gifford US Growth (USA) investment trust were up 3.8% at 193p today, thanks in part to its $9.4m position in Moderna shares. BB Biotech (BION.AS) was meanwhile up 4.5% at 66.75 CHF, boosted by the £3bn Swiss investment company’s 4% portfolio stake in the stock according to the latest factsheet. BB Biotech and Baillie Gifford were early backers of Moderna, with Baillie Gifford having invested in the stock at its flotation in December 2018. Linden Thomson, manager of the £468m AXA Framlington Biotech fund, is a more recent convert, having bought the shares in March. ‘We initiated a position in Moderna Therapeutics, which has one of the most advanced programmes to develop a vaccine against Covid-19,’ she said in her most recent update to investors. Refinitiv data shows she has built a position worth $11.9m, or around 2% of her fund. Two exchange-traded funds have significant positions in the shares. The £102m iShares Nasdaq US Biotechnology Ucits ETF, up 2.7% today, has a 2% portfolio position according to its latest factsheet, while the $18.6m L&G Healthcare Breakthrough Ucits ETF has a 1.1% position, according to Refinitiv. |
Posted at 10/6/2019 21:29 by 29palms Baillie Gifford US Growth holding of Tableau Software being taken out in all share deal by CRM providing a gain of circa 34% on the holding at close of play tonight in USA.IMO, this will give a nice fill up to NAV when reported tomorrow. Another stock for investors looking to gain from exposure of NASDAQ and NYSE shares in their portfolio. As always, DYOR |
Posted at 11/6/2018 11:28 by nocrapversion4 finally, traders love volatile stocks,high beta, cos they can make money from every up and down spike.investors love non volatile stocks.low beta plus institutes like stocks where their buying/selling doesnt cause big movements in the stock price. thats why i like the fact that this trust owns larger main market stocks, less manipulation. but its unicorns(private stocks) (which are only owned via invitation to institiutes only)are very thinly traded and hence arent manipulated, compared to microcaps in the AIM stock market.(hyping private amatuer investors,(really are traders that trade almost hourly IMO and are lifestyle CEO stocks where excited folk bought in at the top of a hype and are now clinging on till they break even and try to get out) read the section on the above book about those type of stocks and those type of investors!!! these unicorns make the trust money at their IPO date,but not in the 5 to 7 yrs holding period(non trading spikes etc) Plus thats why buffett buys low beta stocks, and then applies leverage from his "free" money from premiums paid upfront in Geico insurance he owns.(thats why it is hard for anyone to ever replicate buffett today(the trusts like this one try hard, but they have to borrow, be it a low interest rate in order to apply leverage) he likes 5 steps forward 1 step back, rather than 10 steps forward, 7 steps back stocks. he loves dependable solid businesses as he knows he cant just trade in and out with his $billions, he buys and holds mostly, also to avoid capital gains tax in his stocks. my point is he got 20% a year gains over 50 yrs, but the truth was just over 10% then he applied his free leverage.!!!!!!!!!!! --£150000 times 20% yearly compounded times 50 yrs plus make a huge amount !! take the fact that baillie gifford has to pay for leverage, eg the scottish mortgage investment trust has outperformed buffett when you consider that added cost fact, and you would have done even better than the trust/buffett if you sold up fast in 2008 in the first instance of fear. unlike trusts or funds cant do!! but as a pi you can do.and bought in again when QE took place. final final thought, i believe value investing is dead and today growth investing wins. ( james anderson of SMT calls it growth at a unreasonalbe price)but it is growth with proper fundamentals, not internet bubble growth of yr 2000, ( all pie in the sky earnings forecasts). remember more money was made in growth stock and selling up at top , than it was waiting for years as a value investor.imo.(some value folk are still waiing years and years for amazon to fall say 80%,like it did 17 years ago, they will have a very long wait ahead of them imo) they say this time is diff from yr 2000 bubble , i agree stocks, have real proper earnings and winner takes all stocks have been formed. the rise in stock price is matching the growth in earnings, unlike the interent bubble was. but the ftse 100 is actually still overvalued from the rise in 2009 to todays price , as earnings growth have been below the stock prices rises. but in the usa they have matched like for like, thats why the states isnt overvalued. |
Posted at 28/5/2018 10:15 by nocrapversion4 why you should avoid aim listed penny stocks buy and holds, scams and the manipulation.hxxps://www.investop why you should own unlisted stocks instead. hxxps://www.investop Overall, it is important to reiterate that private companies are not liquid and require very long investing time frames. Most investors will need an eventual liquidity event to cash out. This includes when the company goes public, buys out private shareholders, or is bought out by a rival or another private equity firm. And just like with any security, private companies need to be valued to determine if they are fairly valued, overvalued or undervalued. It is also important to note that investing directly in private firms is usually reserved for wealthy individuals. The motivation is that they can handle the additional illiquidity and risk that goes with private investing. The SEC definition calls these wealthy individuals accredited investors or qualified institutional buyers (QIB) when it is an institution. investopedia, a very good site imo. another good site, imo. hxxps://www.investor note, where are the most posters on chatrooms, ??? ftse100 stocks, or aim nanocaps?? easy answer, highlights the type of folk that own these and why. mainly cos, ftse100 are owned by due diligence instititutes, aim nanocpas arent, and are exciting could be, what if stocks, that pumpers target to offload on any spikes as often as the excitement lasts. seen it before, cloudtag, bahamas oil, ukog, frontera resources,blockchain these stocks can have no sales, profits, but have a great story, traders buy in on such a tiny free float, and sheep follow, spiking the sp, traders sell up, price collapses. these stocks dont hold steady rises, cos of the small free float, the frequent dilution,the temporary excitement, too many short term traders and no longterm buy and hold insitiutes.imo. |
Posted at 27/5/2018 12:10 by nocrapversion4 I recommend any investor here logs on to Baillie gifford website and reads EVERY article in the intellectual capital section.I also think investors should take note of the very important key fact that this trust is closed ended and will own alot of unlisted stocks, unlisted should only be held in closed ended trusts not opended funds,imo as it avoids a sell off off of underlying holdings,,( it shouldnt happen anyway ,as it isnt a income type trust and it is stated this is a hold for min 5 yrs and (unless interest rates go to 10% making cash more attractive, !! than stocks) as trusts have a NAV but dont have to sell holdings, (woodfords big error IMO, having unlisted in a divided income open ended fund where he has to sell holdings, when folk ran for the hills, impatient and pensioners that need steady income)) my point is i read that the very very wealthly, eg the sophisticated investor makes larger returns than average joe cos they get access to investments average joe doesnt, why , cos these are seen as much higher risk, but huge potential, what are these? these are pre IPO, unlisted stocks,venture capitalist tiny stocks, and are usually loss making ,poorly funded in balance sheet, nanocaps that can go bankrupt and have wierd products or services, like airport luggage delivery or some crazy idea!!( you also have to prove you are an accredited, sophisticated investor) you dont with this trust even though as it is higher risk, than say a tracker,but not mega high risk,such as the sophisticated investor venture capitalists trusts, but still can produce very worthy gains via a longterm hold imo unlisted stocks , ones preferably that are actually generating income with huge target markets are how the smartest invest, the founders of these stocks allocated themselves shares and allocate rich investors these shares also to own cheaply, when say 5 to 7 yrs later min they ipo, it is the joe public that does the buying,with much lower upside at that point, whist the rich investors and company directors that do the selling to joe. now this trust isnt targeting those nanocap,types it will target unlisted companies that already are growing, not 2 men in a shed,but it will be eg at around min $500 mill cap as stated in the prospectus( not some £2 mill crazy unlisted stocks in oxford)but mostly in the san fransisco area imo,. that can IPO at say $10, 15 or even $50 bill if you google the most common jobs in usa you will see the san fran area is home to computer programmers, however i think this trust will target healthcare technologies in the future, thats where the growth is imo, using computing in healthcare. it knows the listed dying stocks are stocks like tobacco and heavy engineering,to avoid all old school but it is not targeting internet bubble.com type stocks with no earnings and $1 bill caps with no earnings, that is a nono, they target profitable stocks.with realistic futures the average investor looks at the price of a stock and the p/e,(plus is it also a hot chatroom stock) then decides to buy in,( fast way IMO to turn £1000 into £3000, if your fast in the 1week pump n dump or 3 month stock promotion farce) but not a great way and an impossible way to turn £100000 into say £500000 and KEEP those gains long term for your pension decumulation period) the wiser rich dont, they look at the future size of target market of the stock, debt levels,the laws, trends, implications, that could make or break the stock, plus the attitute of the ceo, is he/she longterm, does he/she have huge skin in the game?(is it also unlisted) that is how alot of folk never bought apple,amazon, google yrs ago, they didnt think years ahead.and that is why alot of folk wrongly buy average joe AIM listed penny stocks, i mean a penny on aim with the intention to sell up once it hits 5p (via a quick stock ramp)and dump it,that is if they can actually sell up on that precise hour/day, plus even if it has no earnings, high debt, ceo has no skin in the game etc, with their £1000 holding(NOT exactly compounding hundreds of thousands of pounds are they?) now baillie gifford will add low interest leverage in due course, Buffett always added free leverage, clever man,which they will do,as they state, this will imo make it grow faster than equivalent american fund , plus better long term prospects with the unlisted stocks, yes higher risk, but the risk is exponetial and that imo is the secret to how the wealthy get even wealthier imo. they place small amounts to get huge returns.exponetial risk take. average joe owns a ftse 100 or 250 tracker and/or buys listed aim penny stocks of 2 men in a shed which is pump n dumped or short term promoted. ps i am considering myself never to own a tracker or any aim stocks ever again.!!yes i have done, but experience and education in investing is a wonderfull thing. i also understand the the directors/owners of baillie gifford will always make the most money here, i have no jealousy, thats the perks of using a lot of investors pooled money,and taking in set commission, ( the owners will also place £20 mill of their own money in the trust!!!!!) .If you are jealous, then try starting your own investment broker house !!! thats what buffett did, he took the paid upfront customer payments of GEICO insurance company he owns and invested that free money as free leverage into stocks, buffett is still well respected and noone say "hey you made huge money out of our upfront commissions!) baillie gifford have access to unlisted companies that i do not have and very low interest rate leverage and a cummulative team of trusted researchers, that i dont also have.. i also expect not to see chat on here about look its went up 5% or its went down 5%. i expect to see chat about the stocks that it holds and the prospects, uniqueness, of these stocks as that is far better and that is what makes a company a great longterm company , not look its share price went up or down daily, weekly, monthly. i think those that own this trust are different breed of the regular, chatroom stock owners.this chatroom will never ever get 500 posts a day, ever!! IMO. And currently waiting for the trust to publically list what their first unlisted stock is that they bought into recently.if they will do that. |
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