Renowned for the quality of its in-house research, Baillie Gifford brought its smaller companies’ teams together in 2011 to form the Global Discovery team. This fund consists of what the team believe to be the most innovative and fast-growing smaller companies in the world. It has a strong growth bias and is aggressive in nature.
More about this episode:
- Current market conditions and the impact on the fund
- The fund’s core mission
- Micro-economic vs macro-economic factors
- How individual company analysis is more appropriate to the team, than sector or geographical considerations
- Building resilience into the portfolio
- The Chinese holdings in the fund
- The potential for healthcare technology
- Ocado’s potential in the US, with the move towards increased automation
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