About the speakers
Spencer is an investment manager in the Global Alpha Team. He has been an investment manager in the Global Alpha Team since its inception in 2005 and Monks Investment Trust since 2015. Spencer is a co-manager of International Concentrated Growth Strategy. He joined Baillie Gifford in 2000 and became a partner in 2013. Spencer has also spent time working in the Fixed Income, Japanese, European, Emerging Markets and UK Equities teams. He graduated BSc in Medicine from the University of St Andrews in 1997.
Luke joined Baillie Gifford in 2012 and is an investment manager in the Private Companies Team. Prior to joining the Private Companies Team in 2024 he was an investment manager in the Discovery Team. Luke is co-manager of the Edinburgh Worldwide Investment Trust, which focuses on identifying innovative and rapidly growing smaller companies globally. Luke graduated from the University of Edinburgh in 2012 with a MEng (Hons) in Mechanical Engineering.
Related insights
Pacific Horizon Investment Trust: manager insights
Roddy Snell on the investment landscape in China, ‘silicon intensity’ and positioning the portfolio to maximise future growth opportunities.November 2024
Video|5 minutes
Upfront: episode eight
We discuss market volatility, Diploma’s business model and the Strategic Bond Fund.October 2024
30 minutes
China Q3 update
The China Team reflects on recent performance, portfolio changes and market developments.October 2024
12 minutes