Stuart Dunbar explains why a long-term investment approach suits the new types of growth companies that are emerging.

Background:

It’s been five years since Baillie Gifford launched its ‘actual investors’ campaign. It focuses on the firm’s long-term, active approach to growth.

In this episode, the effort’s mastermind Stuart Dunbar joins Malcolm Borthwick to take stock and explain why actual investing is more relevant than ever. As he explains, capital-intensive companies are seeking to transform healthcare, transport and entertainment, among other industries, and they need patient, supportive shareholders to fulfil their potential and deliver strong returns.

Resources:

Actual investors

Let’s talk about actual investing

Baillie Gifford’s investment beliefs

The Premonition by Michael Lewis

The Economics of Fund Management by Ed Moisson

The Golfer’s Journal

Timecodes:

0:00   Introduction

1:30   What is Actual investing?

3:30   Finding great companies

4:20   Investing with autonomy and conviction

6:10   Growth investing

8:00   Companies harnessing technology

9:10   The next decade of growth

12:00   Health innovation

14:45   Interest rates and inflation

19:00   Stress testing portfolios

21:15   Guarding against group think

22:30   Book recommendations

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Companies mentioned include:

Amazon

Apple

ASML

Moderna

Netflix

Samsung

TSMC