Baillie Gifford Investment Philosophy
Learn about Baillie Gifford's investment philosophy and process.
The Baillie Gifford Long Term Global Growth Fund (the Fund) invests in the highest quality stocks from around the globe, including some of the world’s best-known companies from across a diverse range of market sectors.
Taking a long-term approach to investing, the team seeks out and invests in exceptional companies that have the potential to achieve market-defying growth. 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. This allows the business to exploit global opportunities over periods of, typically, five years or more.
The Fund is comprised of a concentrated portfolio of the team’s highest conviction long-term growth prospects.
Willingness to maintain a long-term view in an increasingly impatient industry
Having stability to support the firm’s strong investment philosophy and culture
Targets sustainable global companies with the potential to deliver exceptional growth
Invest in a portfolio of exceptional companies from around the globe that have the potential to achieve market-defying growth over the long term.
Investment objective: To outperform the MSCI All Country World Index in AUD per annum, over rolling five year periods before management fees and taxes.
|27 October 2018||Global Equity – active, long only, fundamental, benchmark agnostic, strong growth bias||Half-yearly||Between 30 and 60 companies
||At least 7 years
|Cash limit||Management cost||Performance fee||Minimum Investment||APIR code|
|0-5%||1.13% p.a. (Class A)
1.22% p.a. (Wholesale Class)
|None||$25,000 (Class A)
|FSF5774AU (Class A)
FSF1201AU (Wholesale Class)
Mark has been with Baillie Gifford since 1996, starting as an investment manager in the Japanese Equity Team. He joined our Long Term Global Growth Team in 2003 when it was established, and became a partner in 2004.
Mark has a BA in Philosophy, Politics and Economics from Oxford University and was a Kennedy Scholar at Harvard in 1993 before completing a PhD in politics at the University of Edinburgh in 1996.
Tom joined Baillie Gifford in 2000, working in Developed Asia and UK Equity Teams before joining the Long Term Global Growth Team at the start of 2009. Tom became a Partner in the firm in 2012, while in 2015 Tom was appointed Head of the North American Equities Team and is a decision maker on Long Term Global Growth portfolios.
Tom graduated BSc in Computer Science with Mathematics from the University of Edinburgh in 2000.
James joined Baillie Gifford in 1983 and became a Partner in 1987, heading up European Equity team until 2003 when he co-founded our Long Term Global Growth strategy.
James is a member of the Firm’s Strategic Leadership GroupHe has a BA in History from Oxford University and gained an MA in International Affairs in 1982. He is a Trustee of the Johns Hopkins University.
John MacDougall joined Baillie Gifford in 2006, moving from the Japanese Specialist team to the Global Discovery team in 2011.
He graduated with a BA in Ancient & Modern History from Oxford University in 2000 and is a CFA Charterholder.
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