We kick off the new year with host Stuart Fieldhouse talking to Gary Robinson, a partner at Baillie Gifford and the manager of the Baillie Gifford US Growth Trust [LON;USA], a FTSE 250 constituent. It seems like a timely discussion with so much focus on the US market at the moment. and with hedge fund Saba Capital seeking to take control of the trust's board.

On the podcast we chat about the investment trust's strategy and especially its exposure to unlisted companies. We look at how the trust optimises its exposure to the US tech sector and whether the Mag 7 stocks are distracting tech investors from other opportunities. Gary also gives us his views on how to spot the next big technology success story.

It's not all tech though: we also had time to look at the US healthcare sector and of course the likely impact of Donald Trump on the US stock market.

Listeners should be aware that the podcast was recorded prior to Saba Capital's announcement on 18 December in which it said it would seek governance changes at seven listed trusts.

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00:00 Intro to the Baillie Gifford US Growth Trust
03:18 Private companies in the portfolio
06:21 Why large tech companies decide not to IPO
08:12 The Mag7 stocks
10:40 Findind the next Amazon or Nvidia
14:14 Corporate culture and visionary management teams
16:33 Healthcare sector holdings
19:04 Will the new presidency be good for US growth stocks?
21:38 Gary's two favourite stocks

Finding the next big US technology success story with Baillie Gifford US Growth Trust | Ep.127

The Armchair Trader Editor, Stuart Fieldhouse calls on his wealth of experience within the financial markets and extensive network of connections to bring you this investing podcast.

Stuart invites guests on to the show each week to discuss important themes within the financial markets. His guests include CEO’s of listed companies from around the world, from micro cap stocks to large established businesses. He speaks with Fund Managers about stock picking and the markets in which they operate, and he chats with Market Analysts about a range of topics that offer a broader view of the markets as well as insight on topical themes and trends.

Listen on SoundCloud, YouTube or wherever you get your podcasts.

New tracks tagged #Gary Robinson