Gaining Perspective

The Baillie Gifford Positive Change Equity Fund seeks to invest in companies whose products and services are providing solutions to global challenges. So, it’s unsurprising that Tesla (transforming the automotive sector), Moderna (unlocking a new paradigm of medicine) and Safaricom (providing connectivity and access to financial tools in Kenya) are all holdings. But when I saw that it owns a semiconductor equipment manufacturer (ASML) and semiconductor manufacturer (TSMC), it piqued my curiosity.

Show Notes

The Baillie Gifford Positive Change Equity Fund seeks to invest in companies whose products and services are providing solutions to global challenges. So, it’s unsurprising that Tesla (transforming the automotive sector), Moderna (unlocking a new paradigm of medicine) and Safaricom (providing connectivity and access to financial tools in Kenya) are all holdings. But when I saw that it owns a semiconductor equipment manufacturer (ASML) and semiconductor manufacturer (TSMC), it piqued my curiosity.

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.