Overview of Baillie Gifford
Colin Neilson, Director, provides an overview of Baillie Gifford.
Baillie Gifford is an independent investment manager that’s expressly focussed on the long-term, with an investment philosophy in equites that’s motivated to seek growth opportunities within a global universe. Baillie Gifford’s belief is that sustained growth in company profits leads to higher share prices over time. Baillie Gifford’s rigorous process of fundamental analysis and proprietary research, combined with a depth of expertise, are core to a successful, long-term, bottom-up investment approach.
Founded in 1908 and based in Edinburgh, Baillie Gifford is wholly owned by 43 partners, who all work within the company. This unique business model provides a stable environment that supports the company’s long-term, high-conviction approach to investing. Baillie Gifford is a global investment management firm with over AUD$375 billion in funds under management, as at 30 June 2019.
Colonial First State’s partnership with Baillie Gifford gives Australian retail investors access to portfolio of exceptional companies from around the globe that have the potential to achieve growth over the long term.
Willingness to maintain a long-term view in an increasingly impatient industry.
Having stability to support the firm’s strong investment philosophy and culture.
Baillie Gifford’s investment philosophy is based on three key principles:
A high-conviction global share fund that focuses on investing in exceptional companies from around the globe with the potential to achieve market-defying growth over the long term.
A concentrated global portfolio that combines the best elements of stewardship and specialist regional expertise to invest in growth businesses.
Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (Colonial First State) is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. Colonial First State also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This is based on the understanding of current regulatory requirements and laws as at the date of publication. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Colonial First State or any member of the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information. This information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from colonialfirststate.com.au or by calling us on 13 18 36.
From time to time, Colonial First State enters into alliance partnerships with dedicated and experienced investment specialists. Each alliance represents an agreement for Colonial First State to provide third party distribution services within the Australian Financial Services intermediary market.