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Baillie Gifford
An active global equity growth manager with an expressly long-term approach, Baillie Gifford has a reputation for spotting opportunities before anyone else – they were early investors in Amazon, Google, Facebook and Tesla, among others.
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About
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.”
Ownership structure
Founded in 1908 and based in Edinburgh, Baillie Gifford is wholly owned by 57 partners, who all work within the company. This unique business model, with no sales targets and short-term demands from external stakeholders, means the team can focus on what it does best – seeking out long-term investment returns for their clients.
Our partnership with Baillie Gifford gives Australians the chance to invest in a portfolio of exceptional companies from around the globe that have the potential to achieve growth over the long term. Baillie Gifford has over AUD$400 billion in assets under management and advice as at December 2022.
A trusted team of specialists
Knowing that patience pays
Willingness to maintain a true long-term view in an increasingly impatient industry.
Investing in tomorrow’s winners
Focus on finding the global household names of the future.
Freedom to maintain focus
Private partnership structure with no external shareholders enables expressly long-term philosophy.
Investment approach
Baillie Gifford’s belief is that sustained growth in company profits leads to higher share prices over time. Their rigorous process of fundamental analysis and proprietary research, combined with a depth of expertise, are core to a successful, long-term, bottom-up investment approach.
The Baillie Gifford team are, in their words, ‘curious about the world’. They believe that the best investment ideas spring from thinking about future possibilities, not short-term probabilities. Their research process seeks 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.
Actual investing, not active investing.
Baillie Gifford describes what they do as being more than generically active investing: they prefer to call it ‘actual investing’.
Their ‘actual investing’ philosophy is based on three key principles:
1. Long term in investment decision making
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.
2. 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.
3. 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 Fund
A high-conviction global share fund that focuses on investing in exceptional companies from around the globe with the potential to achieve market-defying growth over the long term.
Baillie Gifford Sustainable Growth Fund
A concentrated global equity portfolio that combines a sustainable mindset with specialist regional expertise to invest in enduring growth companies that deliver enduring good.
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Get in touch
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Standard Operating Hours
8:30am to 6pm (Sydney time)
Holiday Period
CLOSED public holidays (25 to 26 Dec & 1 Jan)
23 Dec 2024 to 3 Jan 2025, 9am to 3pm (Sydney time)
6 to 10 Jan 2025, 8:30am to 5pm (Sydney time)
Adviser use only
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.