Baillie Gifford American Fund B Accumulation
|Amazon.com Inc||8.28 %|
|Tesla Inc||8.05 %|
|Shopify Inc A||7.49 %|
|Netflix Inc||5.44 %|
|MarketAxess Holdings Inc||4.59 %|
|Alphabet Inc Class C||4.51 %|
|The Trade Desk Inc A||4.45 %|
|Mastercard Inc A||4.10 %|
|Illumina Inc||3.31 %|
|First Republic Bank||2.82 %|
|United States||92.44 %|
|Consumer Cyclical||21.76 %|
|Communication Services||20.90 %|
|Financial Services||13.78 %|
Kirsty has joined Baillie Gifford in 2012. Kirsty is an Investment Manager in the US Equities Team. She graduated MA (Hons) in Economics from the University of Edinburgh in 2011 and MSc in Carbon Management also from the University of Edinburgh in 2012, before joining Baillie Gifford in the same year. Kirsty began her career on the US Equities Team, before moving on to spend several years in small and large cap global equities departments, before returning to the US Equities Team. In addition to her role in the US Equities Team, She is also a member of the Positive Change Portfolio Construction Group.
Tom graduated BSc in Computer Science with Mathematics from the University of Edinburgh in 2000. He joined Baillie Gifford the same year and worked in the Developed Asia and UK Equity Teams before joining the Long Term Global Growth Team at the start of 2009. Tom became a Partner in the firm in 2012. Tom was appointed Joint Manager of Scottish Mortgage Investment Trust in January 2015 having served as Deputy Manager for the previous five years. In 2015 Tom was appointed Head of the North American Equities Team and is a decision maker on Long Term Global Growth portfolios. Tom’s investment interest is focused on high growth companies both in listed equity markets and as an investor in private companies.
Helen graduated BSc (Hons) in Economics from Warwick University in 2007 and an MPhil in Economics from the University of Cambridge the following year. She joined Baillie Gifford in 2008 and has spent time working on our Developed Asia, UK, North America, Emerging Markets, and Global equity teams prior to becoming an investment manager in the US Equities team. Before coming to live and work in the UK, Helen has lived in China, South Africa, and Norway.
Gary Robinson, CFA, Partner, Investment Manager, U.S. Equities Team at Baillie Gifford. He graduated MBiochem in Biochemistry from the University of Oxford in 2003 and joined Baillie Gifford the same year. He spent time working on our Japanese, UK and European equity teams before moving to the US Equities Team in 2008. Gary is a generalist investor but retains a special interest in the healthcare sector dating back to his undergraduate degree. Gary is a portfolio manager for our Global Select strategy.
Data provided by Morningstar.
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