Presentation overview

Exploring Baillie Gifford’s highest conviction ideas

What happens when conviction builds around the same companies across different Baillie Gifford investment teams? Baillie Gifford Research (BGR) is designed to capture those signals. In this session, we will explore how we identify our highest-conviction ideas and how we translate them into portfolios within defined risk parameters. We will explain how this approach underpins our BGR Global Large Cap and BGR Global Technology strategies. These strategies offer clients a focused way to access our best firmwide ideas.
 

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