Trustnet Magazine Issue 44 October 2018 | Página 10

Advertorial feature
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[ BAILLIE GIFFORD ]
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
B
eing 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
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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
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