Baillie Gifford fund manager on whether S&P 500 has become tougher to beat
Gary Robinson, who manages Baillie Gifford American and Baillie Gifford US Growth Trust, joins Kyle to discuss whether the dominance of a small number of tech stocks makes the S&P 500 harder to beat.
8th February 2024 09:13
Share on
You can also listen on: Spotify, Apple Podcasts, Amazon, Google Podcasts
In this week’s episode, Kyle is joined by Gary Robinson, who manages Baillie Gifford American and Baillie Gifford US Growth Trust (LSE:USA). The duo discuss whether the dominance of a small number of technology stocks makes the S&P 500 harder to beat.
Ballie Gifford is well known for its approach of investing in exceptional growth companies, thinking long term, and paying no attention to the composition of stock market indices. Gary explains how his US fund differs from the S&P 500 index.
- Invest with ii: Open a Stocks & Shares ISA | ISA Investment Ideas | Transfer a Stocks & Shares ISA
He also runs through the four “Magnificent Seven” stocks that he owns; NVIDIA (NASDAQ:NVDA), Amazon (NASDAQ:AMZN), Tesla Inc (NASDAQ:TSLA) and Meta Platforms (NASDAQ:META). The latter, formerly called Facebook, was a recent purchase.
Please continue to provide your suggestions on questions you want answered on OTM@ii.co.uk.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news.
Kyle Caldwell is collectives editor at interactive investor.
These articles are provided for information purposes only. Occasionally, an opinion about whether to buy or sell a specific investment may be provided by third parties. The content is not intended to be a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser.
Full performance can be found on the company or index summary page on the interactive investor website. Simply click on the company's or index name highlighted in the article.