Resurgence of European ambition

Investment manager Thaiha Nguyen discusses portfolio changes, opportunities and challenges.

Exploring the European Growth Trust’s dynamic companies and what sets them apart.

Japanese Smaller Companies and Shin Nippon’s performance, portfolio positioning and the region’s attractions for growth investors.

Europe is home to many high quality businesses with good growth prospects, which are often global leaders in their industry. As fundamental, long-term investors, we aim to build a portfolio of shares of such companies which we expect to hold for a long time. We believe that by doing so we will earn attractive returns for our clients over the long term, regardless of the external environment.

Baillie Gifford European Growth Trust aims to achieve capital growth over the long term from a diversified portfolio of European securities.

The Worldwide Pan-European Fund aims to maximise total return principally through investment in equity securities which are listed, traded or dealt on Regulated Markets across Europe.