For investors seeking the next wave of outperformance, private growth is rewriting the playbook. Lucie Majstrova of Baillie Gifford’s Schiehallion Fund shares how the fund captures high-growth companies staying private for longer, think SpaceX, ByteDance, Anthropic, and unknown gems like Bending Spoons. From spotting value before IPO to leveraging public markets for fresh capital, Schiehallion’s strategy bridges the growing gap between private and public portfolios.

Chapters

• 00:28 The Need for Vehicles like the Schiehallion Fund
• 05:11 Baillie Gifford’s Advantage in Private Markets
• 08:05 Portfolio Performance and Key Holdings