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Baillie Gifford
Baillie Gifford
Independent Global Investment Managers since 1908
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.
Curious
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.
Active
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.
Long Term
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.
Events
Please click here to find a schedule of upcoming events in 2024 where you can meet Baillie Gifford staff. This schedule will be updated throughout the year.
Insights
From TSMC to Reliance Industries – why this is a promising time to invest in world-class emerging markets firms.
Despite the headlines, not all UK water companies share the same challenges, creating opportunities for discerning investors to pick up attractive assets at undemanding valuations. Setting a runway for long-term growth. Baillie Gifford’s Gemma Wright outlines the companies transforming the UK’s water infrastructure.
Companies led by their creators offer big advantages for long-term investors: an inspirational vision plus the ability to push through radical change. Tom Slater, manager of Scottish Mortgage Investment Trust explains their edge.
Manager Tom Slater and deputy manager Lawrence Burns discuss buybacks, private companies, portfolio holdings and more, answering questions put to them by shareholders.
In the latest episode of the Scottish Mortgage Invest in Progress podcast, deputy manager Lawrence Burns speaks to the CEO of digital marketing company The Brandtech Group, about how his company connects content, data and media to help global brands navigate the complexities of marketing in the digital age.
Why do we prefer growth stocks despite the lure of shorter-term assets? Baillie Gifford’s James Budden explains why investors should consider the long-term potential of growth stocks despite market caution and the attractiveness of less risky assets.
Catch up on the latest episode highlighting the growth stocks to get excited about from Asia to the UK, and a Q&A with Pacific Fund manager Roderick Snell.
They’ve been described as wonder drugs – new medications that can help you lose weight and potentially reduce the risk of heart attacks and strokes. Baillie Gifford’s Ross Mathison discusses Novo Nordisk’s Wegovy and other related treatments and the growth opportunity they offer. Capital at risk.
In the latest episode of the Scottish Mortgage Invest in Progress podcast, deputy manager Lawrence Burns speaks to Climeworks CEO Christoph Gebald about why he thinks the carbon removal industry could be as big by 2050 as oil and gas is today.
By what means can we tell whether a company has the potential to compound its earnings and provide great long-term returns? Baillie Gifford investment manager James Dow explains why dividend growth is one of the strongest clues.
Why invest in economies such as Australia and Japan? Investment manager Iain Campbell explains.
From MercadoLibre revolutionising financial inclusion in Latin America to Moderna reinventing how to develop new drugs, the managers of Scottish Mortgage share the outsized opportunities that they think exceptional companies can exploit to drive long-term growth.
The 2022 inflation shock left the Baillie Gifford Managed Fund out of favour, creating a fantastic opportunity. Client service director Gareth Roberts addresses a dip in performance, what we have learned from it, and explains why today’s portfolio is in great shape. Capital at risk.
What are the characteristics of the companies set to flourish in the years ahead? Baillie Gifford partner Tim Garratt highlights three traits – real-world problem solving, financial discipline and adaptability.
Scottish Mortgage manager Tom Slater asks Moderna’s chief executive Stéphane Bancel what’s next for its cell-coding science, and how it could solve some of humanity’s most challenging health issues, from respiratory illnesses to cancer.
Investment specialist Rosie Rankin provides an update on the fund’s performance and explains why the current outlook for purpose-driven companies is so exciting. Capital at risk.
Paul Sciarra, Executive Chairman of Joby Aviation, tells Scottish Mortgage manager Tom Slater how its electric aircraft will transform the future of city transportation by providing a quicker, quieter and greener way to travel.
The Managed Fund is no stranger to turbulence – it’s been investing in a balanced mix of equities, bonds and cash since 1987. Co-manager Iain McCombie explains how this experience informs portfolio decisions. Capital at risk.
South-east Asian nations, such as Vietnam and Indonesia, have begun challenging China for its status as the world’s leading exporter. Baillie Gifford’s Ben Durrant recently returned from the region and discusses some of the growth opportunities he unearthed on his trip.
Baillie Gifford partners Mark Urquhart and Tim Garratt analyse the must-have qualities the market is overlooking and reflect on the lessons of previous downturns.
Silicon Valley’s longest-serving chief executive is playing a pivotal role in the advance of AI. Scottish Mortgage’s Claire Shaw explains how a long-term plan by NVIDIA’s Jensen Huang has come to fruition, accelerating the disruptive technology’s progress.
After a challenging period for growth investing in Japan, Donald Farquharson, Head of Japanese Equities at Baillie Gifford reflects on how the landscape is changing and why it’s time to take the ‘this time it’s different’ story seriously.
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.
Even as inflation slows, central banks are maintaining high interest rates, leaving the global economy teetering between recession and a soft landing. Baillie Gifford investment manager Scott Lothian discusses how the portfolio is adapting.
Catch up on the latest episode featuring a discussion on private companies, a Q&A with Baillie Gifford partner James Dow, and a deep dive into why Softbank is a top pick for the Japanese team.
Watch joint manager Steven Hay and investment specialist Philip Scott reflect on the year so far, challenges for growth investors and why the team maintains confidence in the Managed Fund’s long-term growth potential.
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.
Ben James, James Yuill and Rachael Callaghan pull apart three myths of private company investing that could be skewing your view.
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.
Some technologies advance exponentially. Scottish Mortgage’s Tom Slater highlights how companies blend innovations to benefit from the ways they scale over time.
Catch up on the latest episode featuring a Q&A with Sustainable Growth Fund manager Katherine Davidson, and find out more about leading luxury goods conglomerate, Kering, from European Fund manager Stephen Paice.
High interest rates may throw the point of income investing into question. Baillie Gifford’s Lucie Majstrova explains how the Sustainable Income Strategy goes about generating inflation-busting growth that lasts.
Baillie Gifford’s Toby Ross explains the four attributes the Sustainable Growth Team looks for in sustainable companies.
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.
The market’s enthusiasm for predictability is not in shareholders’ best interests. Investment manager Tom Slater explains why Scottish Mortgage will not follow the crowd in its pursuit of long-term returns.
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.
Baillie Gifford American Fund manager Gary Robinson explains why the conditions are right for innovative US companies to grow.
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.
Defeating Covid was merely Moderna’s opening Act. Lawrence Burns, deputy manager of Scottish Mortgage Investment Trust, discusses the long-term potential of the US biotech firm.
From investing in private companies to the resilience of holdings, Scottish Mortgage’s Tom Slater and Lawrence Burns answered shareholder questions in this recent investor webinar.
Recursion Pharmaceuticals CEO and co-founder Chris Gibson tells Scottish Mortgage manager Tom Slater why he believes robots and AI can help find potential drugs faster, cheaper and more effectively than ever before.
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.
Scottish Mortgage manager Tom Slater discovers how Denali Therapeutics plan to solve one of medical science’s toughest problems: developing treatments for the brain.
Baillie Gifford Global Income Growth investment manager Ross Mathison discusses why investors must stay focused on growth potential
Baillie Gifford investment managers Torcail Stewart and Lucy Isles discuss the relationship between sustainability and returns, and how this influences their commitment to hold responsible companies long term.
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.
Denali Therapeutics’s CEO Ryan Watts tells Scottish Mortgage manager Tom Slater why he believes it can succeed where big pharma has failed by creating effective drugs for neurodegenerative diseases, in this episode of Invest in Progress.
When you’re surrounded by an ocean of information and noise it’s hard not to get distracted. Baillie Gifford's Global Income Growth investment manager Ross Mathison discusses why investors must stay focused on growth potential.
Investment specialist Claire Shaw from the Scottish Mortgage team, discovers how MercadoLibre combines innovation and iteration to democratise commerce and access to financial services.
Managed Fund specialist, Philip Scott, asks the fund’s bond team about their outlook on the asset class.
As many question the future of growth investing, the American Fund’s Dave Bujnowski explores the new engines powering progress.
Head of Multi Asset James Squires and Client Service Director Barry Templeton reflect on recent drivers of performance, how the current environment is influencing the portfolio and the outlook for the strategy.
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.
How to buy
Your client can invest in one or more of the investment trusts we manage.
Important information
The information on this site is for financial intermediaries, authorised and regulated in the United Kingdom by the Financial Conduct Authority ("FCA") only. It is not for onward distribution or intended for use by members of the general public.