The six reasons why the US market will continue to boom

Baillie Gifford US Growth Trust’s fund manager Kirsty Gifford talks about how the trust invests in private and public US businesses to profit from the booming market stateside.

[@MartinChick-rr1gx]

Kirsty's surname is Gibson, not Gifford. That aside, this is a diverse trust with strong FCF, very attractive private holdings and which has long been interested in AI. It's currently at a 11% discount.

[@Benzknees]

The top ten in the portfolio looks okay (altho' strangely US holdings are given as 66% of the total - in a US fund!), yet the share price has dropped from 350p to 200p in the last 3yrs & the discount is over 12%. It's reminiscent of that other well known Baillie Gifford Trust, Scottish Mortgage. And my previously good performing BG Japan Trust has gone sideways for a few years. What's gone wrong at BG??