Name: Asia ex Japan: portfolio manager update
Uploaded: 2023-12-06
Duration: 31 min
Description: The strategy’s performance, portfolio positioning and the region’s attractions for growth investors.

This video is archived and some details may be out of date.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

I am a permitted client as defined in National Instrument 31-103.

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

All users

I already invest in Baillie Gifford funds.

Existing investors

Global

I am a professional client or eligible counterparty.

Institutional investor

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

Individual investor

I am a financial advisor or wealth manager.

Intermediaries

Channel Islands

I am a professional investor as defined in MiFID II.

Professional investor

Ireland

I am a due diligence analyst or financial advisor, part of a financial institution or wealth manager.

Financial intermediary

I am a institutional investor as defined by FINRA and the SEC.

Non-professional investor

Wholesale clients

Australia

Austria

Belgium

Canada

China

Denmark

Finland

France

Germany

Hong Kong

Iceland

Italy

I am a Qualified Client/Qualified Investor.

Qualified investor

Israel

投資運用業

Japan

Luxembourg

Netherlands

Norway

Portugal

Institutional and accredited investors

Singapore

South Africa

I am a qualified professional investor, as defined under the FSCMA.

Qualified professional investor

South Korea

Spain

Sweden

I am a qualified Investor as defined by CISA.

Switzerland

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This article is archived and some details may be out of date.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This podcast is archived and some details may be out of date.

Investment strategies

Funds

Take your time choosing a fund. You'll want to hold on to it for years.

Insights.

View the latest insights from Baillie Gifford.

A honey hunter hanging off a cliff on a rope ladder.

High growth

Concentrated portfolios of fast-growth companies, typically holding between 25 and 50 stocks.

Asian woman working in vegetable greenhouse.

Flexible growth

Portfolios containing a mix of firms focused on disruption, steady compounding and timely capital allocation.

The Valencia City of Arts and Sciences at sunset.

Equity income and multi-asset income

Seeking both dependable income and long-term capital growth.

Multiracial teenager listening music with earphones and looking at her phone while waiting for the subway at the station.

Global equities

Seeking out the world’s best growth companies with the intention of owning each stock for five years or longer. 

Professional young industrial factory woman inspecting while wearing safety goggles.

International equities

Portfolios of world-leading companies primarily based outside the US, giving North American clients a way to diversify their assets.

Woman collecting colourful textiles which have been air dried in India.

Emerging markets equities

Fast-growing emerging markets companies from a diverse range of countries and industries.

Two people stood on a mountain top admiring the sunset from top of a high cliff in Northern Norway.

Private companies

Exciting growth companies are found in private markets. We aim to help them succeed and hope to benefit from attractive returns as they do.

Four escalators with a man wearing a backpack travelling upwards.

Asia equities

Growth stocks from some of the world’s most dynamic markets in a region that’s too important to ignore.

Round glass buildings at night viewed from inside another building in the financial district of Beijing, China.

China equities

High growth companies that benefit from China’s vast expanding domestic markets, as well as the ability to compete globally.

Open door of a New York subway train at the platform.

US equities

Highly innovative companies that stand out in a market home to more growth companies than any other in the world.

Integrated

Considering environmental, social and governance matters among other factors that may affect returns.

A rubber dinghy inside a large ice cave in Greenland.

ESG focus

Investing in assets that have sustainability characteristics relating to environmental and/or social matters.

Impact

Backing companies that have the potential to make a positive measurable change and create long-term growth.

You are viewing the site as Institutional in Canada.

Diversity and Inclusion.

The Baillie Gifford Prize for Non-Fiction

Actual investors

Person on grand staircase watching the Milky Way.

About us

We relentlessly seek out game-changing companies and other assets that can sustain long-term growth and remain resilient in a changing world. As an investment manager, we aim to deliver strong returns to you while supporting the firms we back on your behalf to succeed.

Life at Baillie Gifford

Working at Baillie Gifford

Frequently asked questions

Careers

Search

Client Login

Contact us

Read the transcript

https://video.bailliegifford.com/Asia_ex_Japan_10041197_79700_20231206T092711Z_1080p.mp4

The strategy’s performance, portfolio positioning and the region’s attractions for growth investors.

Asia ex Japan: portfolio manager update

https://media.bailliegifford.com/mws/turh45ri/baillie-gifford-webinar-asia-ex-japan-portfolio-manager-update-dec-2023.pdf

Overview

Related insights

Climate scenarios: preparing for uncertainty

February 2025Video|46 minutes

Webinar: Why growth? Why now?

April 2024Video|59 minutes

Eating better to save ourselves

June 2023Video|60 minutes

Related investment strategies

Asia ex Japan | Investment Strategy

February 2025
Video|46 minutes

April 2024
Video|59 minutes

June 2023
Video|60 minutes