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The companies driving your portfolio

Stock stories

As bottom-up stock pickers, companies mean everything to us. Engage with the investment cases for some of Baillie Gifford's top holdings.

Investment commentaries

Read short reflections from our investment teams on a portfolio-related topic.

Recent insights

  1. Tariff twists and turns

    Why EM investors should avoid knee-jerk reactions.
    April 2025
    Article3 Minutes
  2. US perspectives: comfortable in discomfort

    Explore how embracing uncertainty and discomfort can lead to exceptional investment opportunities and long-term success.
    May 2025
    Article5 minutes
  3. LTGG Reflections: know where your towel is

    Why investors should avoid the temptation to throw in the towel during market turmoil.
    April 2025
    Article3 minutes
  4. Why ants, scaffolding and long jumps matter to growth investors

    Kirsty Gibson shares frameworks to analyse the cultures of exceptional growth businesses.
    March 2025
    Video30 minutes
  5. Nexans: Stock Story

    Lucy Haddow examines the sub-sea cable manufacturer crucial for the offshore wind and energy transition.
    April 2025
    Video3 minutes
  6. Atlas Copco: Stock Story

    Ben Drury explores how a culture of innovation and decentralisation drives success in industrial technology.
    April 2025
    Video3 minutes
  7. L'Oréal: Stock Story

    Katie Muir discusses how innovation and a positive culture have fuelled the success of the world’s leading beauty enterprise.
    April 2025
    Video3 minutes
  8. ASML: Stock Story

    Paul Taylor explores the cutting-edge semiconductor technology advancing the digital revolution.
    April 2025
    Video3 minutes
  9. Moutai: Stock Story

    Ben Buckler investigates the Chinese brand dominating the global luxury drinks market.
    April 2025
    Video3 minutes
  10. US perspectives: the retail ecosystem

    Explore the evolution of retail, where cutting-edge technology and shifting consumer trends drive innovation.
    April 2025
    Article5 minutes
  11. Emerging markets in 2050

    Trade shifts and underserved populations are among the factors favouring world-class stocks.
    April 2025
    Article
  12. LTGG Reflections: TSMC, why now?

    The 40-year-old company leading AI technology with advanced semiconductor production.
    March 2025
    Article5 minutes
  13. Lithium: powering the future

    Investing in the Chilean mining company charging the energy transition.
    March 2025
    Article3 minutes
  14. US perspectives: AI evolves again

    Explore how the rapid market shift in AI and computer processing is transforming industries.
    March 2025
    Article4 minutes
  15. Reflections: resisting short-term noise

    Mark Urquhart teaches us how to ignore market noise and focus on promising companies.
    February 2025
    Article5 minutes

Important information

The Baillie Gifford Mutual Funds are distributed by Baillie Gifford Funds Services LLC. Investors should carefully consider the objectives, risks, charges and expenses of the Funds before investing. This information and other information about the Funds can be found in the prospectus and the summary prospectus. For a prospectus and summary prospectus please go here. Please carefully read the Fund’s prospectus and related documents before investing.