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Market Matters with Lucie Majstrova from Baillie Gifford
In this month’s episode, our guest is Lucie Majstrova, investment specialist for private companies at Baillie Gifford. We discuss a range of topics including the investment case for private companies, why companies are staying private for longer, her thoughts on Anthropic and the most compelling opportunities across private markets.
00:00 Introduction
00:34 Background to asset management
01:28 Investment case for private companies
03:31 What is growth capital
05:06 Why companies are staying private
07:44 Potential IPOs of private companies
08:26 Misconceptions around growth equity
11:16 Thoughts on Anthropic and AI labs
13:58 Growth trajectory of SpaceX
16:44 Benefit of investment trust structure
18:27 Most exciting opportunities
19:49 Risk warning
Please note that this podcast was recorded on 11 February 2026.
View all episodes
By Kepler PartnersIn this month’s episode, our guest is Lucie Majstrova, investment specialist for private companies at Baillie Gifford. We discuss a range of topics including the investment case for private companies, why companies are staying private for longer, her thoughts on Anthropic and the most compelling opportunities across private markets.
00:00 Introduction
00:34 Background to asset management
01:28 Investment case for private companies
03:31 What is growth capital
05:06 Why companies are staying private
07:44 Potential IPOs of private companies
08:26 Misconceptions around growth equity
11:16 Thoughts on Anthropic and AI labs
13:58 Growth trajectory of SpaceX
16:44 Benefit of investment trust structure
18:27 Most exciting opportunities
19:49 Risk warning
Please note that this podcast was recorded on 11 February 2026.