224. Why Alnylam, Oxford Nanopore and Ocado offer compelling, long-term opportunities

Bill Chater, investment specialist for the Baillie Gifford Global Discovery fund, gives us an in-depth perspective on the fund’s investment style and why their long-term approach delivers results. He comments on the core fundamentals they look for in their stock picks, touches on the current market conditions and the impact on the fund, and why the potential within healthcare is so exciting, with names like Alnylam and Oxford Nanopore.He finishes by offering more details on Ocado’s big deal in the US and on the automation technology that makes them a compelling addition to the fund’s basket.
Apple Podcast Spotify Podcast

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
This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.

More Episodes