Baillie Gifford Insights
Articles, papers and the Short Briefings on Long Term Thinking podcast from Baillie Gifford's growth investors. They make the case for patient, concentrated ownership of exceptional companies and against hugging the index.
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Baillie Gifford's insights library collects hundreds of articles, videos and podcast episodes from its fund managers and partners. The most useful material explains the firm's Actual Investing philosophy: owning a small number of companies for five to ten years or more, judging them on long-run growth rather than quarterly numbers, and accepting the volatility that comes with that. There are also company case studies, sector pieces on AI, biotech and energy, and histories of the firm's investment trusts.
The library works as a counterpoint to the factor-driven and value-focused managers elsewhere on this list. Pieces such as Why not just invest in the index? deal head-on with the evidence on active management, and the podcast episodes let managers explain how they think about companies like Amazon.
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Start with
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1
Why not just invest in the index? (2024)
Partner Stuart Dunbar's short case for active, long-term stock picking.
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2
The Amazon way: mixing ones and zeros with nuts and bolts (podcast, December 2023)
Kirsty Gibson on businesses that combine physical and digital advantages, using one of the firm's signature holdings.
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3
What I've learned in four decades of investing (podcast, March 2021)
Joint senior partner Charles Plowden reflects on a long career at the firm.