Baillie Gifford Emerging Market Fund - Class K · NASDAQ:BGKEX
Baillie Gifford Emerging Market Fund - Class K — Baillie Gifford — Investor Presentation (February 2024)
41 slides from Baillie Gifford Emerging Market Fund - Class K's investor presentation, February 2024
Slide 1: Long Term Global Growth Stock Slides
Long Term Global Growth Stock slides Long Term Global Growth This presentation is intended solely for the use of professional investors and should not be relied upon by any other person. It is not intended for use by retail clients.
Slide 2: Risk factors
Risk factors The views expressed should not be considered as advice or a recommendation to buy, sell or hold a particular investment. They reflect opinion and should not be taken as statements of fact nor should any reliance be placed on them when making investment decisions. Potential for profit an
Slide 3: Adyen
Adyen What it does Short 10 questions Adyen, Surinamese for ‘Start over again’, is a platform to simplify Can sales double in the next five years? and accelerate global payments. It is focused on building a modern infrastructure directly connected to card networks and Yes, revenues are growing at >4
Slide 4: Affirm
Affirm What it does Short 10 Questions Affirm is a digital financial services company that provides point of Can sales double in the next five years? sale credit to the customers of online merchants, enabling them to buy anything from furniture, holidays and laptops. Consumers have Yes. Revenue grow
Slide 5: Alibaba
Alibaba What it does Short 10 questions Alibaba is a Chinese company with businesses in e-commerce, cloud computing, digital media, entertainment, and payments Can sales double in the next five years? through financial services platform. The group’s mission: Take rate improves with more value added
Slide 6: Amazon
Amazon What it does Short 10 questions From its origins as an online bookstore, Amazon has transformed into one of the world’s most influential companies in e-commerce, Can sales double in the next five years? cloud computing and AI. But it doesn’t stop there: physical stores, Yes: AWS continues to
Slide 7: AMD
AMD What it does Short 10 questions Advanced Micro Devices (AMD) is an American semiconductor Can sales double in the next five years? company that designs microprocessors and graphic chips used in Yes. By continuing to capture market share from Intel, due to various devices including desktops, lapt
Slide 8: ASML
ASML What it does Short 10 questions ASML builds multi-million-dollar lithography machines that are used Can sales double in the next five years? to manufacture cutting-edge semiconductor chips. It is critical to the proliferation of computing. Yes. Given how critical lithography is to customers’ te
Slide 9: Atlassian
Atlassian What it does Short 10 questions Founded in 2002, Atlassian is an Australian developer of collaboration tools aimed at software developers and project Can sales double in the next five years? managers. Its products help teams organise, discuss and complete Plenty of room, revenues of $1bn g
Slide 10: Beigene
Beigene What it does Short 10 questions BeiGene is a Chinese biotech company focused on immuno- oncology and molecularly targeted drugs for the treatment of Can sales double in the next five years? cancer. The company vision is to ‘transform the biopharma Yes. In-house developed drugs are now being
Slide 11: BioNTech
BioNTech What it does Short 10 questions BioNTech, founded in 2008, is a biotech company using next generation immunotherapy, to individualise cancer treatment Can sales double in the next five years? based on the characteristics of each patient’s tumour. The Yes. Revenue uptick from the approved Co
Slide 12: CATL
CATL What it does Short 10 Questions Contemporary Amperex Technology Limited (CATL) manufactures lithium-ion batteries, which are swiftly becoming essential for the Can sales double in the next five years? global electrification of transport and grid-level energy storage. Absolutely, strong tailwind
Slide 13: Cloudflare
Cloudflare What it does Short 10 questions Cloudflare’s mission is to help build a better Internet. The company operates a global network which provides faster, more secure, Can sales double in the next five years? websites and apps. Cloudflare is the foundation for anything Comfortably, based on ad
Slide 14: Coupang
Coupang What it does Short 10 questions Coupang is an eCommerce company known as the Amazon of South Korea. It combines first-party and third-party fulfilment retail Can sales double in the next five years? and delivers groceries using similar infrastructure. They also have a Yes, revenue growth has
Slide 15: Datadog
Datadog What it does Short 10 questions Datadog is the leading cloud ‘observability’ platform that helps Can sales double in the next five years? customers make sense of their technical environment through Yes- cloud migration continues, driving customer acquisition real-time infrastructure, applica
Slide 16: Dexcom
Dexcom What it does Short 10 questions Dexcom is a manufacturer of sensors and display devices for continuous glucose monitoring (CGM). The primary application Can sales double in the next five years? for CGM is to give diabetics more information about their blood Yes, as the opportunity in the US e
Slide 17: Enphase
Enphase What it does Short 10 questions Enphase specialises in solar energy solutions, primarily in the design of microinverters. Microinverters transform the energy Can sales double in the next five years? produced by rooftop solar panels into the energy consumed in homes and businesses. Additional
Slide 18: Ginkgo Bioworks
Ginkgo Bioworks What it does Short 10 questions Ginkgo Bioworks is a synthetic biology company which ‘programs’ cells to help make everything from fragrances, fossil-free fertilisers to Can sales double in the next five years? vegan ‘meat’. Ginkgo charges customers to help re-design cells for specif
Slide 19: HDFC
HDFC What it does Short 10 questions HDFC is major provider of finance for housing in India. Recently, HDFC have been granted approval to merge with HDFC Bank. Can sales double in the next five years? Yes, the overall loan book continues to grow healthily and the merger (if approved) could unlock ad
Slide 20: Hermès
Hermès What it does Short 10 questions Hermès is the ultimate luxury brand. Whether purchasing a bag, scarf, jewellery, tableware or furniture, consumers recognise the Can sales double in the next five years? mastery of artisanal skills involved in making each product. Its Yes, thanks to rising affl
Slide 21: Intuitive Surgical
Intuitive Surgical What it does Short 10 questions Intuitive develops and manufactures robotic products designed to improve clinical outcomes of patients through minimally invasive Can sales double in the next five years? surgery. Penetration in the US continues to rise, and acceptance overseas rise
Slide 22: Joby Aviation
Joby Aviation What it does Short 10 questions Joby Aviation develops electric vertical take-off and landing Can sales double in the next five years? (eVTOL) aircrafts. Near silent in flight, the aircraft is designed to be Pre-revenue, so success depends on certification. 100 times quieter during tak
Slide 23: Kering
Kering What it does Short 10 questions Kering is an international group that owns luxury brands such as Gucci, Saint Laurent, Bottega Veneta and Balenciaga. Can sales double in the next five years? Gucci, Saint Laurent and a recovering Bottega Veneta give double-digit growth. Why we own it — CEO Fra
Slide 24: Meituan
Meituan What it does Short 10 questions Meituan is an online marketplace for the local service industry in China. It operates in on-demand restaurant delivery, grocery, Can sales double in the next five years? in-store dining, hotel booking, film ticketing, rapid e-commerce Yes, through core food de
Slide 25: MercadoLibre
MercadoLibre What it does Short 10 questions MercadoLibre operates an ecommerce and fintech business across Latin America, comprising an online marketplace, Can sales double in the next five years? payments platform, digital advertising as well as a range of Combination of rising ecommerce penetrati
Slide 26: Moderna
Moderna What it does Short 10 questions Moderna is a biotech company that develops medicines based on messenger RNA (mRNA). mRNA transfers information stored Can sales double in the next five years? in our genes to the cellular machinery that produces all the COVID vaccine deposits continue to roll
Slide 27: Netflix
Netflix What it does Short 10 questions Netflix is a streaming service that allows members to watch TV series, documentaries and feature films across a wide variety of Can sales double in the next five years? genres and languages. Members can watch as much as they Further international expansion; de
Slide 28: NIO
NIO What it does Short 10 questions NIO designs and jointly manufactures smart, high performance, premium connected electric vehicles. Can sales double in the next five years? Just the foothills. Progress toward ½m cars per year and approaching 1m members cumulatively. Why we own it — An emerging, u
Slide 29: NVIDIA
NVIDIA What it does Short 10 questions NVIDIA designs and configures systems for a growing range of computing applications – from gaming to datacentres to Can sales double in the next five years? automotive and more. Yes. NVIDIA’s product line-up has transformed into a night sky of processors and so
Slide 30: Pinduoduo
Pinduoduo What it does Short 10 questions Pinduoduo (PDD) is a social e-commerce platform in China. When a user wants to buy a product, they can either place an Can sales double in the next five years? order directly or invite their friends or family via WeChat to start a Yes, by growth in retail sa
Slide 31: Roblox
Roblox What it does Short 10 Questions Roblox is best described as a ‘Virtual High Street’. It is a User Generated platform that is mostly used by teenagers to meet their Can sales double in the next five years? friends online and create content. Roblox blurs the line between a game developer, a gam
Slide 32: Samsara
Samsara What it does Short 10 questions Samsara runs cloud software that turns customers’ ‘dumb’ Can sales double in the next five years? physical assets, such as commercial vehicles, trailers, industrial equipment, and warehouses, into smart assets. Their sensors help Increased customer count and h
Slide 33: SEA
SEA What it does Short 10 Questions Founded as a Singapore-based gaming distributor in 2009, SEA has grown into the leading gaming, e-commerce, and digital Can sales double in the next five years? finance company in South East Asia and increasingly beyond. Consistently rapid revenue growth so far in
Slide 34: Shopify
Shopify What it does Short 10 questions Shopify is a Canadian technology company that enables small businesses to set up and sell products online. Can sales double in the next five years? Yes. Retailers discover the attraction of selling through new media channels. Why we own it — Shopify provides s
Slide 35: Spotify
Spotify What it does Short 10 questions Spotify is a music streaming platform founded by Swedish entrepreneur Daniel Ek. Leveraging cloud computing technology, Can sales double in the next five years? Spotify is a world leading service that has reinvigorated the music A meaningful share of the 3 bil
Slide 36: Tencent
Tencent What it does Short 10 questions Tencent operates a vast online technology and entertainment platform in China. Its mission is ‘to promote technology innovation Can sales double in the next five years? and cultural vitality; helping industries to digitally upgrade and Advertising, Finance, Co
Slide 37: Tesla
Tesla What it does Short 10 questions Tesla is an automotive and energy company run by CEO Elon Musk. The company is accelerating the world’s transition to Can sales double in the next five years? sustainable energy with electric cars, solar panels and integrated Yes. Vehicle production is growing a
Slide 38: The Trade Desk
The Trade Desk What it does Short 10 questions The Trade Desk (TTD) operates a cloud-based platform used to buy digital advertising across multiple formats (display, audio, Can sales double in the next five years? video and social) and devices (mobile, connected TV and Yes, as more money is spent on
Slide 39: Workday
Workday What it does Short 10 questions Workday provides cloud-based enterprise software solutions for businesses. This extends beyond the company’s main focus of Can sales double in the next five years? Human Capital Management (HCM) into other aspects of their Yes, through more enterprise customer
Slide 40: Important information
Important information Important Information Important Information Australia Baillie Gifford & Co (BG & Co), Baillie Gifford & Co Limited (BG & Co Ltd), Baillie Gifford Overseas Baillie Gifford Overseas Limited (ARBN 118 567 178) is registered as a foreign company under the Limited (BGO) and Mitsubis
Slide 41: Important information
Important information Important Information South Africa BGO is licensed with the Financial Sector Conduct Authority in South Africa as a Financial Services Provider (FSP No 44870) in terms of section 8 of the Financial Advisory and Intermediary Services Act, 2002. This licence authorises BGO to car
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