Fund: Baillie Gifford American Fund

In search of exceptional growth in a period of exceptional change

The global economy is undergoing a period of unprecedented change. The pace of innovation is accelerating as barriers to entry are being torn down by new technologies like mobile and cloud. Incumbents are being challenged across a broad range of industries by more focused upstarts who are better placed to leverage the tools of this new era. Against this backdrop there is little safety in mimicking an index. However, such an environment ought to create opportunities for long-term growth investors.

Fund: Loomis Sayles US Equity Leaders

Drivers of US Equity Alpha

Loomis Sayles will provide an update on their $80 billion Growth Equity Strategies approach to generating alpha. Hollie will explain how the disciplined investment process seeks to generate risk-adjusted excess returns