James Carthew comments on the proposed merger of EWI and USA Baillie Gifford trusts in Dave Baxter’s article:
“The whole point of persevering with EWI is that small caps are out of favour globally. I want to hold it for the eventual global small-cap recovery. I don’t hold USA and don’t want to. If the merger did go ahead, I would be ticking the cash exit box.”
Read the article here