On Wednesday, June 3, Baillie Gifford made its foray into the world of U.S. ETFs with the launch of its first suite of actively managed ETFs. Each new fund provides a different approach to equity exposure. Notably, two of the funds have been converted from existing mutual funds.
Key Takeaways:
- Baillie Gifford has now made its presence known in the U.S. ETF space with the launch of four new funds.
- Each ETF provides a distinct take on a global growth exposure through active management.
- Considering how attractive both international exposure and active management are in the current environment, these new funds could offer compelling use cases.
To start, the Baillie Gifford Long Term Global Growth ETF (BGGG) is one of the two mutual fund converts. Using a tried and true approach that Baillie Gifford has applied for nearly two decades, BGGG looks to hold 30-40 different growth companies from across the globe.
BGGG’s portfolio team actively selects securities for investment through a disciplined bottom-up process. This can prove fortuitous for advisors and investors seeking more exposure to global companies with strong fundamentals.
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The second ETF to convert from a mutual fund is the Baillie Gifford International Concentrated Growth ETF (BGCG). This fund also looks to build growth through international exposure, but does so with a more concentrated approach.
Following its rigorous bottom-up research process, the BGCG team builds a concentrated portfolio of 20-35 global companies. The fund operates on a buy-and-hold philosophy, sticking with companies for the long term to fully capture each company’s sustained growth potential.
Tapping Into Emerging Markets and Alpha
For those looking to amplify their exposure to emerging markets, the Baillie Gifford Emerging Markets ETF (BGEG) may be able to assist. BGEG leverages Baillie Gifford’s extensive international investment expertise to provide diversified exposure to the wide world of emerging markets.
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Meanwhile, the Baillie Gifford International Alpha ETF (BGIA) looks to build diversified growth opportunities. The fund utilizes active bottom-up research to invest in a wide range of international businesses with deep growth potential.
Ballie Gifford’s ETF suite is making its debut online at a crucial inflection point, where international investing and active management are both in demand. As such, all four of these new funds could offer potent applications in a variety of different portfolios.
“Active ETFs are growing rapidly, but genuinely differentiated, long-term growth offerings remain scarce in an ETF wrapper — particularly in emerging markets and international equities, where there are only 24 out of thousands of ETFs,” said Joe Stellato, head of U.S. wealth at Baillie Gifford. “That’s why now is the right time to bring our growth investment approach to ETFs. We see a clear need to fill that gap while continuing to build our U.S. presence and demonstrate our commitment to being a true partner to our wealth clients.”
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