We continue to think this strategy is shepherded by a strong trio of managers, and the process is well set up to utilize the other teams at the firm. In spite of the retirement of Spencer Adair, we reiterate our Process and People ratings at Above Average.
Baillie Gifford Global Alpha Equities Fund Class 2 BGATX
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Morningstar’s Analysis BGATX
Will BGATX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BGATX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of BGATX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
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- % Assets in Top 10 Holdings 31.8
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Top 10 Holdings
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% Portfolio Weight
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Market Value USD
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Sector
|
|---|---|---|---|
NVIDIA Corp | 5.51 | 23M | Technology |
Taiwan Semiconductor Manufacturing Co Ltd | 5.18 | 21M | Technology |
Alphabet Inc Class C | 3.35 | 14M | Communication Services |
Amazon.com Inc | 2.95 | 12M | Consumer Cyclical |
Microsoft Corp | 2.92 | 12M | Technology |
Meta Platforms Inc Class A | 2.74 | 11M | Communication Services |
Tencent Holdings Ltd | 2.59 | 11M | Communication Services |
Samsung Electronics Co Ltd | 2.23 | 9M | Technology |
Royalty Pharma PLC Class A | 2.20 | 9M | Healthcare |
Martin Marietta Materials Inc | 2.17 | 9M | Basic Materials |
United States