The New Landscape for Growth Investing

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About This Episode

Ignore short-term market moves and volatility. The biggest investment returns are driven by a handful of outliers in the long run. Growth investing is for patient capital seeking long runways for companies that will ultimately generate outsized returns for investors. Baillie Gifford is uniquely positioned as a global asset manager that is entirely owned by a private partnership. My guest today, Stuart Dunbar, has identified a few technologies that will be important in driving growth in sectors where we will see transformation in the years to come.

About Our Guest

Stuart Dunbar is a partner at Baillie Gifford, a global asset manager known for its commitment to long-term growth investing and early investments in companies such as Amazon and Moderna.

Stuart joined Baillie Gifford in 2003, having previously worked with Dresdner RCM in Hong Kong and Aberdeen Asset Management in the UK. Stuart became a partner in 2014. He graduated with a BA in Finance and Business Law from the University of Strathclyde in 1993.

Show Notes

Here are some links to learn more about Ballie Gifford and its products:

  • A video where Stuart Dunbar explains why focusing on innovation and ignoring short-term market fluctuations is key to backing future winners.
  • An article by Stuart Dunbar explaining that it’s not about growth or value; it’s about trying to identify the small number of companies that have the potential to be truly world-beating.
  • A podcast where Stuart Dunbar looks at the purpose of investing.

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