Unlike market participants that exhibit ‘short termism’ when investing, Baillie Gifford has the patience and belief in the stocks it selects to remain invested for the long term. This allows them to exploit global market inefficiencies and give companies the opportunity to grow.
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An active global equity growth manager with an expressly long-term approach.
Why invest with Baillie Gifford?
Patient,
long-term investing
Willingness to maintain a long-term view in an increasingly impatient industry.
Partnership
model
Having stability to support the firm's strong investment philosophy and culture.
High conviction growth investor
Targets global companies with the potential to deliver exceptional growth.
What does Baillie Gifford do?
Baillie Gifford is an independent investment manager founded in Edinburgh. Over its 116-year history, much has changed, but the firm's focus on seeking superior, long-term investment returns for its clients has remained steadfast.
The firm aims to identify game-changing companies and other assets that can sustain growth and remain resilient in a changing world for decades to come.
"We believe that the rewards to the champions of change can far outweigh the losses of incumbents: the best feature of equities is the unlimited upside."
Mark Urquhart
Partner, Long Term Global Growth Investment Manager
“We want to invest in businesses that are resilient and in control of their own destiny financially – those that make their own weather.”
Toby Ross
Partner, Sustainable Growth Investment Manager
Investment philosophy
Baillie Gifford team are, in their words, ‘curious about the world’. They seek to understand new technologies and the nature of disruption, an approach that sees them spending more time talking to academics and scientists than to brokers and analysts.
Baillie Gifford describes what they do as being more than just active investing: they prefer to call it ‘actual investing’. This philosophy is based on three key principles:
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Long term in investment decision making
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Global and purely stock-driven approach
Baillie Gifford works with a bottom up stock approach and is benchmark agnostic. The team invests with conviction and maintains concentrated portfolios of companies with the potential to deliver strong growth over time.
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Baillie Gifford are growth investors
Share prices ultimately reflect strong company fundamentals. That’s why Baillie Gifford seeks out and invests in companies that can sustain above average growth in profit and cash flow over the long term.
Funds
Baillie Gifford Long Term Global Growth
Invest in a portfolio of exceptional companies from around the globe that have the potential to achieve market-defying growth over the long term.
Baillie Gifford Sustainable Growth
A diverse, global portfolio of companies aiming to maintain earnings at a double-digit rate for over a decade.
Already have a BDM? Find their contact details here and get in touch with them today.
Resources and FAQs
Key insights for Sustainable Growth:
Baillie Gifford is an independent investment manager with a long history and a distinctive investment philosophy. They specialise in investing in global companies that have the potential to grow to many times their current size.
Their ability to find innovative growth companies has seen Baillie Gifford deliver some very strong results, with their Long Term Global Growth Fund winning Money Management’s 2021 global equities Fund Manager of the Year award.
Despite such short-term success, Baillie Gifford’s investment approach is expressly long term – in fact, they think it’s easier in many ways to predict what will happen over ten years rather than two. Baillie Gifford never invests in a business because of what it is today, but because of what it has the potential to become.
“Only by embracing uncertainty and imagining what might be can we hope to find the really successful investments.”
You can see the Baillie Gifford Product Disclosure Statement (PDS) here.
You can also find the Target Market Determination (TMD) for its Sustainable Growth Fund here, and for its Long Term Global Growth Fund here.
You can find out where to invest with our platform availability matrix.
1 For further information, see page 19 of the Sustainable Reference Guide, Baillie Gifford Sustainable Growth fund.
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Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468. It may include general advice but does not consider anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statements (PDSs), Investor Directed Portfolio Service Guides (IDPS Guides) and Financial Services Guides (FSGs) before making any recommendations to a client. The PDSs, IDPS Guides and FSGs can be obtained from www.cfs.com.au or by calling us on 13 18 36. Past performance or awards are no indication of future performance.