Stuart Dunbar explains why a long-term investment approach suits the new types of growth companies that are emerging.
Background:
It’s been five years since Baillie Gifford launched its ‘actual investors’ campaign. It focuses on the firm’s long-term, active approach to growth.
In this episode, the effort’s mastermind Stuart Dunbar joins Malcolm Borthwick to take stock and explain why actual investing is more relevant than ever. As he explains, capital-intensive companies are seeking to transform healthcare, transport and entertainment, among other industries, and they need patient, supportive shareholders to fulfil their potential and deliver strong returns.
Resources:
Let’s talk about actual investing
Baillie Gifford’s investment beliefs
The Premonition by Michael Lewis
The Economics of Fund Management by Ed Moisson
Timecodes:
0:00 Introduction
1:30 What is Actual investing?
3:30 Finding great companies
4:20 Investing with autonomy and conviction
6:10 Growth investing
8:00 Companies harnessing technology
9:10 The next decade of growth
12:00 Health innovation
14:45 Interest rates and inflation
19:00 Stress testing portfolios
21:15 Guarding against group think
22:30 Book recommendations
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