Beyond the benchmark: Baillie Gifford CEO on why being different pays off
Автор: Baillie Gifford UK
Загружено: 2025-09-16
Просмотров: 988
Описание:
“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
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