Beyond the benchmark: Baillie Gifford CEO on why being different pays off скачать в хорошем качестве

Beyond the benchmark: Baillie Gifford CEO on why being different pays off

“If you’re trying to find the very best growth businesses on the planet – a benchmark isn’t a sensible place to start.” In this episode, Baillie Gifford’s chief executive, Tim Campbell, defines the ways we distinguish our investment approach. They include a focus on long-termism, including holding on to stocks through short-term dips. The role of optimism, starting out by asking “what might go right” rather than “wrong”. And the importance of deep research, including travel to meet company leaders and academic experts. Additionally, he explores some of the ways the task is changing, including the adoption of new AI tools. Companies mentioned include: Anthropic Amazon MercadoLibre NVIDIA Runway AI Timecodes: 00:00 Introduction 02:16 From the Middle East to Edinburgh 03:22 Moving to Client Services 05:04 Rewriting the investment playbook 06:38 Client hunger for benchmark agnosticism 07:47 Active versus passive investing 10:28 A mutual understanding with clients 12:05 Drawdowns and hold discipline 14:45 Defining long-termism 17:16 Private company investments 19:48 Anthropic and Runway AI 25:26 ‘The mission doesn’t change’ 28:12 Book choice Learn more about Baillie Gifford: https://www.bailliegifford.com