Baillie Gifford Japanese Fund - what the market is missing
Please join us for a webinar with Baillie Gifford Japanese Fund investment manager Matthew Brett. Matthew will: - Address...
Baillie Gifford is unique in the UK in being a large-scale investment business that has remained an independent private partnership. This ownership structure has allowed us to keep our efforts focused entirely on our clients and their investments and we are now one of the UK’s largest active investment management firms.
The best investment ideas spring from thinking about future possibilities, not short-term probabilities. From Edinburgh, our research covers the globe. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information.
The world is complex. We believe that the way to generate returns for our clients is to focus on the deceptively simple task of identifying and investing in those companies which have the potential to grow at a faster rate, on a more sustainable basis, than their peers. We conduct rigorous qualitative research to establish whether prospective investments have the competitive, financial and strategic advantages to deliver on that potential.
We are long-term investors, not speculators. Our investment philosophy focuses on growth, while our universe is global. Over a century of global investment experience has taught us that patience is vital, so we build long-term committed portfolios that aim to anticipate the next decade, not the next quarter. It’s a philosophy that has guided our investment strategy for over 100 years.
As with any investment your clients’ capital is at risk. Baillie Gifford & Co Limited is authorised and regulated by the Financial Conduct Authority.
Scottish Mortgage deputy manager Lawrence Burns speaks to Dominik Richter, co-founder and chief executive at HelloFresh, about streamlining the journey from farm to front-door, reducing food waste and providing hassle-free meal options for consumers.
By keeping an open mind and not judging companies on superficial attributes, we hope to find attractive investment opportunities that other credit investors might overlook. Baillie Gifford’s Theo Golden explains.
Investment specialist Tom Danaher chats with manager of the Sustainable Income Fund Steven Hay about three big questions for those weighing up their pension options amid the challenges of the past five years.
Change how you move goods, change the world for the better. Chris Urmson, chief executive and co-founder of Aurora, discusses with Scottish Mortgage Manager Tom Slater what impact driverless trucks will have. Not just on the industry, but transportation at large.
What two questions should an investor ask themselves if a company’s share price goes up? In this recent webinar recording, join Scottish Mortgage’s decision-makers as they answer this and the questions put to them by its shareholders. Capital at risk.
Traditional mining comes with a host of negative impacts – so can we enter the mineral age without getting our hands dirty? Baillie Gifford’s Kajetan Czyż explains more.
We call it private companies, not private equity, for a reason. Discover what private company investing is, and why we believe there isn’t a need to draw a hard line between privately-owned and publicly listed companies.
When valuing private companies, we don’t let investment managers mark their own homework. From a separate valuation team to independent auditors, multiple layers of independent review form a robust approach that does not include the investment managers.
Watch Lee Qian, investment manager of the Baillie Gifford Positive Change Fund, as he provides an update on the strategy, accompanied by investment specialist Rosie Rankin. Learn more about the current portfolio as Lee shares the team’s current research areas. Capital at risk.
Can bond investors make themselves at home in the property sector? Baillie Gifford’s Rob Baltzer explores this question and uncovers a hidden gem in the industrial and logistics real estate property sector.
Turkey offers great sustainable investing potential. In this article, Baillie Gifford’s John Berry discusses the opportunities in competitive businesses here.
How do you spot a company with enduring growth potential? Partner Mark Urquhart shares lessons from a 27-year career that’s involved investing in Microsoft, Hermès and Netflix. Capital at risk.
Much has changed since Baillie Gifford set out its ideas on Actual investing. Does the approach still work?
Pandemic, inflation and global instability have all taken their toll, but the desirable qualities the growth stars of tomorrow remain the same as ever. Baillie Gifford’s Worldwide Discovery Team reflects on the lessons of turbulent times.
Scottish Mortgage deputy manager Lawrence Burns, reflects on a decade of private company investing, and the reasons why Scottish Mortgage continues to invest in private companies.
Investment Manager Chris Davies reflects on a tumultuous 18 months for European Equities, and where he thinks the opportunities lie.
Asset allocation is never predetermined. Baillie Gifford’s Managed Fund takes a view on it against its strategic starting point each quarter. Capital at risk.
Growth doesn’t necessarily depend on favourable macro conditions and falling interest rates. Instead, it is driven by shifts in behaviour and technology. By investing in companies at the frontiers of change, we can pursue much greater returns.
How savvy strategy and powerful alliances helped Yahoo! Japan become an online powerhouse learning from others’ mistakes and leveraging business links helped it come out on top. Baillie Gifford’s Thomas Patchett explains more.
Kate Fox, joint manager of the Baillie Gifford Positive Change Fund, discusses the Deep Transitions research project and its implications for investing in a more sustainable future.
Scottish Mortgage deputy manager Lawrence Burns uncovers how UPSIDE Foods has developed a way to create meat, without needing farmed livestock.
The economy is stormy, so finding companies that can sail through a range of circumstances is the best strategy for growth investors in search of great returns, writes Baillie Gifford investment manager Michael Taylor.
Lucy Haddow, product specialist on the Managed Fund, considers the future of growth companies, reflects on a difficult market and explains why the team remains optimistic.
As utility companies face new challenges, more care is required to separate the winners and losers. As investors at Baillie Gifford, it’s our job to identify those with the best chance of succeeding to ensure long-term returns.
Going online can stretch even the biggest grocer’s logistics. Ocado has a unique solution. In this podcast, Ocado’s co-founder and CEO Tim Steiner tells Scottish Mortgage deputy manager Lawrence Burns how the company is using robotics and AI to transform the world of ecommerce.
Managed Fund specialist, Philip Scott, asks the fund’s bond team about their outlook on the asset class.
What’s the closest thing to transportation? And how does it save lives? Investment specialist Claire Shaw from the Scottish Mortgage team discovers how far Zipline’s drones have come in delivering medicine instantly to everyone everywhere. Capital at risk.
Like intrepid explorers, to find the best long-term growth opportunities Managed Fund investors must look for companies reaching uncharted territory and disrupting norms, writes client service director Lucy Haddow.
Tom Slater and Lawrence Burns discuss three topics on shareholders’ minds – portfolio performance, China, and the future outlook. Capital at risk.
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