Baillie Gifford Brit Sm Cos: Qual. Rating Issued

Baillie Gifford British Smaller Companies holds promise, but is a bit lacking in experience.

Chetan Modi 17 June, 2009 | 3:50PM
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We have published a new Morningstar Qualitative Rating and Research Report for Baillie Gifford British Smaller Companies.

"Douglas Brodie took the helm of this fund from Iain McCombie in Nov. 2007. He had been a small-cap analyst under McCombie for seven years; he also has research support in Kate Speakman (she has been at the firm for six years) and two less experienced analysts. Brodie and Speakman are familiar with the house process and its application to UK small caps but it’s a concern that Brodie has never managed a fund before and that the small-cap team lost seasoned campaigner McCombie (he has switched his focus to larger-cap UK equities and now runs the Baillie Gif

ford British 350 fund)..."

The full four page pdf report can be accessed here. It is free to users of Morningstar.co.uk.

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Baillie Gifford British Smlr Coms A Acc  

About Author

Chetan Modi  is a fund analyst at Morningstar OBSR.

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