Jon Henry

Client service manager, Baillie Gifford

Jon joined Baillie Gifford in 2011 and looks after clients invested in the Global Alpha Strategy. Jon previously spent three years at Aegon Asset Management in the Regulatory and Operational Risk Department. He graduated MA (Hons) in Business Studies from the University of Edinburgh in 2007.


Monks Investment Trust: Global growth from different perspectives

Monks Investment Trust is a bottom-up, long-term portfolio of global stocks. It is managed by three senior investors at Baillie Gifford who have been working together for 13 years. Using a tried and tested analytical framework, combined with crisp decision making, the managers construct a best ideas portfolio. The process harnesses the substantial resources of Baillie Gifford’s research team to find companies that have an above average chance of doubling over five years through greater earnings power. As companies grow in different ways, the managers look to blend four different categories – Stalwart, Rapid, Cyclical and Latent – which combined generate ‘Global Growth from Different Perspectives’.

company information

Baillie Gifford’s sole business is investment management. Since the company was founded in 1908 it has been a partnership. Today it is owned by 43 partners all of whom work in the business. We currently manage or advise some £173bn on behalf of clients worldwide.