Independent Global Investment Managers since 1908
Baillie Gifford is unique in the UK in being a large-scale investment business that has remained an independent private partnership. This ownership structure has allowed us to keep our efforts focused entirely on our clients and their investments and we are now one of the UK’s largest active investment management firms.
Curious
The best investment ideas spring from thinking about future possibilities, not short-term probabilities. From Edinburgh, our research covers the globe. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information.
Active
The world is complex. We believe that the way to generate returns for our clients is to focus on the deceptively simple task of identifying and investing in those companies which have the potential to grow at a faster rate, on a more sustainable basis, than their peers. We conduct rigorous qualitative research to establish whether prospective investments have the competitive, financial and strategic advantages to deliver on that potential.
Long Term
We are long-term investors, not speculators. Our investment philosophy focuses on growth, while our universe is global. Over a century of global investment experience has taught us that patience is vital, so we build long-term committed portfolios that aim to anticipate the next decade, not the next quarter. It’s a philosophy that has guided our investment strategy for over 100 years.
As with any investment, your clients’ capital is at risk. Baillie Gifford & Co Limited is authorised and regulated by the Financial Conduct Authority.
As with any investment, your or your clients’ capital is at risk. Any income is not guaranteed and can fall as well as rise. SAINTS’ objectives are to provide a high, dependable income for shareholders, while growing capital and income ahead of inflation. Its role isn’t to mirror the market index, but to offer a […]
From AI infrastructure and space-based connectivity to digital finance, Tom Slater reflects on a year defined by disruption and opportunity.
In this episode of Upfront, James Budden and James Dow discuss recent developments in Baillie Gifford's investment trusts, the case for active investing in concentrated markets, and Sea Limited's ecommerce growth in Southeast Asia. Capital at risk.
From late-night convenience to everyday essentials, Gopuff is rethinking how people shop. Scottish Mortgage has backed Gopuff since 2021 – and in the latest episode of Invest in Progress, co-founder Yakir Gola discusses the company's long-term ambition.
Lawrence Burns reflects on the past 12 months and what the agentic era of AI could mean for growth investors.
Protecting spending power is a key challenge for long-term investors. Steven Hay explores how the Baillie Gifford Monthly Income Fund seeks to provide monthly income while preserving long-term value. Capital at risk and income not guaranteed.
A new paper by investment manager Alex Summers explains how Baillie Gifford’s Emerging Markets Team seeks to use deep and differentiated research to test where we differ from consensus and to build real conviction. Capital at risk.
Global equity portfolios remain systematically underweight Emerging Markets despite these economies being home to many world-leading growth businesses. Capital at risk.
Baillie Gifford's Andrew Keiller explains why emerging markets are producing more standout businesses. Capital at risk.
Baillie Gifford's Qian Zhang explores why a multipolar world could increasingly favour emerging markets. Capital at risk.
Bonds may not hedge every shock, but they still protect balanced portfolios when growth falters. Capital at risk.
Baillie Gifford Investment manager Roderick Snell explains why emerging markets look increasingly compelling. Capital at risk.
The American public’s tastes and habits are splintering. How will this affect US growth companies? Baillie Gifford’s Dave Bujnowski explains. Capital at risk.
Discover the companies driving change, from digital banking and new medicines to the future of urban air travel.
Learn why increasing numbers of shoppers and stores are turning to Affirm’s buy now, pay later service as an alternative to credit cards. Co-founder and chief executive Max Levchin reveals the technology that underpins his company’s promise of no late charges and no hidden fees. And he explains how AI-powered shopping agents could supercharge the business.
Given the materiality of the SpaceX position within the Scottish Mortgage portfolio, and in light of recent speculation and uncertainty surrounding a potential SpaceX IPO, this communication aims to provide shareholders with greater clarity and transparency.
Hear how biotech Enveda has developed a unique process to discover ingredients in plant life to create a new generation of blockbuster drugs. Founder and chief executive, Viswa Colluru, tells Scottish Mortgage manager Tom Slater how the AI-enabled business is pursuing a trillion-dollar opportunity.
Investment Specialist Chloé Darling-Stewart explores why artificial intelligence represents a defining paradigm shift, examines the portfolio’s exposure to companies at the forefront of this transformation and outlines how Scottish Mortgage is positioned for what comes next.
Taking a look beyond market noise: a balanced approach that combines growth companies, bonds and cash in one portfolio.
For retirement investors, a steady, growing income stream can help mitigate market volatility. David Rolland of the Baillie Gifford Monthly Income Fund explains.
Steven Hay, co-manager of the Baillie Gifford Monthly Income Fund, discusses aims to help investors draw a dependable monthly income through market ups and downs. Capital at risk and income not guaranteed.
Investment specialists Philip Rae and Qian Zhang explore growth opportunities in the US, the Emerging Markets Growth Fund, and Accton’s role in the AI infrastructure buildout. Capital at risk.
After a four-year drought, IPO talk is back. But a public listing does not mark the end of an investment journey – it is simply a change in venue. What matters is scale, ambition and execution. A listing may change ownership structure, not the opportunity.
A series of “extraordinary” events has made the environment more challenging for growth stocks. But “this level of trepidation can’t go on forever”, says Baillie Gifford partner Stuart Dunbar in this latest episode, suggesting that patient investors will benefit when stability returns and the markets value exceptional companies at a premium again.
At the latest Scottish Mortgage webinar, portfolio director Claire Shaw was joined by investment managers Tom Slater and Lawrence Burns to answer shareholder questions. Capital at risk.
Introducing the Cautious Managed Fund Discover the Baillie Gifford Cautious Managed Fund, managed by Steven Hay and Iain McCombie. Designed for investors seeking a more balanced portfolio, the fund combines Baillie Gifford’s best equity ideas with resilient fixed income holdings. With a strategic 50/45/5 split across equities, bonds and cash, it aims to deliver […]
Investment specialist Gustav Venter explains why the rise of private-company megacaps requires a fund that can traverse the divide between private and public markets.
Investment manager Peter Singlehurst outlines the rationale, structure and how Schiehallion can provide access to exceptional private growth businesses.
Join host Cherry Reynard on Tuesday 17 March at 10.30am for the next episode of Upfront, Baillie Gifford’s 30-minute live investment show. Packed with up-to-date topical insights and a live Q&A.
Sophie Earnshaw, investment manager on Baillie Gifford’s China Equities Team, examines China’s new generation of growth companies. She explains why innovation – not imitation – is driving long-term opportunities for patient investors.
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