Does tech dominance make S&P 500 tougher to beat?
In this week’s episode, Kyle is joined by Gary Robinson, who manages Baillie Gifford American and Baillie Gifford US Growth Trust. The duo discuss whether the dominance of a small number of technology stocks makes the S&P 500 harder to beat.
Ballie Gifford is well known for its approach of investing in exceptional growth companies, thinking long term, and paying no attention to the composition of stock market indices. Gary explains how his US fund differs from the S&P 500 index.
He also runs through the four “Magnificent Seven” stocks that he owns; Nvidia, Amazon, Tesla and Meta Platforms…
The skinny
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