The Global Alpha strategy is managed by an experienced team at Baillie Gifford including Helen Xiong, Malcolm MacColl, Spencer Adair, and Michael Taylor, all seasoned investment professionals with extensive tenure at the firm. Baillie Gifford Overseas Limited, the primary investment manager, operates from Edinburgh with additional offices in New York, managing approximately $162.55 billion in total regulatory assets across all strategies with a team of approximately 1,583 staff globally. The firm has established a strong reputation for long-term investment approaches and maintains 144 employees performing investment advisory functions. The management team demonstrates consistency in investment philosophy and deep institutional knowledge of portfolio companies, with the firm serving 307 accounts including significant exposure to non-U.S. persons representing about 49% of clients. Baillie Gifford has been operating various fund vehicles since 2009, with the Global Alpha strategy available across multiple jurisdictions including the US, Canada, UK, and international markets through different regulatory structures.

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The Global Alpha strategy employs a long-term, bottom-up approach to global equity investment, focusing on identifying companies with exceptional growth prospects through fundamental analysis. The strategy concentrates on three distinct growth profiles: Disruptors that transform industries through innovation, Compounders with sustainable competitive advantages delivering consistent above-average earnings growth, and Capital Allocators with management teams demonstrating exceptional skill in deploying capital for superior returns. The portfolio maintains 70-120 holdings with an active share of 79%, targeting companies regardless of geographic location but emphasizing those with superior long-term earnings growth potential. The investment approach prioritizes stock selection as the primary driver of returns, accepting higher volatility in exchange for the potential to capture exceptional long-term growth. The strategy excludes companies based on harmful business activities and enforces good governance standards while promoting environmental and social characteristics under SFDR guidelines.

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