Trustnet Magazine Issue 43 September 2018 | Page 14

Advertorial feature

8 / 9

Baillie Gifford ’ s Milena Mileva says that despite the gloom around the UK market , it contains some “ tremendously exciting businesses ” that are world leaders in their field

UK market ripe for stock pickers

Being a UK equity fund manager may seem a somewhat depressing occupation these days . As the spectre of the country ’ s exit from the European Union looms large , there are plenty of doomsayers taking the view that investing money in UK stocks is a foolish thing to do . Why would anyone bother evaluating UK investment opportunities when you could invest in the innovative dynamism of certain parts of corporate America , or the allure of China ’ s fascinating journey to global economic dominance ? Against these competing attractions , the fate of UK PLC seems a sorry one . We , however , refuse to be disheartened . Rather than being dull and futile , investing in the UK market is for us a greatly rewarding exercise . This is simply because there are some tremendously exciting British businesses which we wish to help grow to become multiples of their current size in the years to come . Some of these companies might not be household names , but they are true world leaders in their fields . They have built enviable competitive positions that rivals find hard to match . They are run with ambition and a real sense of purpose , confidently unlocking large growth opportunities which often span the globe . They feed on powerful , deeply entrenched social trends and , through innovation , aim to solve some of the most intractable challenges facing the industries they operate in . We believe that these companies ’ prosperity will not be

Rather than being dull and futile , investing in the UK market is for us a greatly rewarding exercise

FE TRUSTNET