Presentation overview 

Harnessing Change to Capture Exceptional US Growth

Amid the noise around the Magnificent 7, AI, inflation, and politics, it's easy to lose sight of the true drivers of long-term returns. The reality is that a small group of exceptional growth companies harnessing powerful societal changes are the ones that produce outsized gains - and eventually become the megacap leaders of tomorrow.

In this session, we'll explore the Baillie Gifford US Growth strategy: how it identifies these transformative companies early and invests in them with conviction to capture their asymmetric returns. We will focus on the influential changes happening in the US today that we believe will fuel the next generation of winners, such as system change (e.g. new digital infrastructure), technological change (e.g. AI), and cultural change (e.g. how we eat and socialise). And we'll discuss how this high-conviction, growth-oriented approach positioned to benefit from the megacaps of the future can enhance a diversified portfolio so that delegates can apply this insight into their day-to-day work for their clients.