Baillie Gifford
Baillie Gifford UK Core Strategy
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 3 investment theses and positions in 1 company. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Baillie Gifford for every strategy.
Also held
Its investment theses
- SoftcatJun 2026Softcat is an IT infrastructure and services provider whose long-standing customer relationships and vendor partnerships position it to benefit from growing demand for AI-related infrastructure.
- Scottish and Southern EnergyJun 2026Scottish and Southern Energy is a UK energy infrastructure business with stable regulated earnings and a long growth runway from grid modernisation and renewable integration.
- Helios TowersJun 2026Helios Towers owns and operates telecom towers across Africa and the Middle East and is expected to benefit from strong mobile data demand growth.