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The power of Actual investing during changing times

发布时间 2023-06-15 08:00:00    来源

摘要

Stuart Dunbar explains why a long-term investment approach suits the new types of growth companies that are emerging.Background:It’s been five years since Baillie Gifford launched its ‘actual investors’ campaign. It focuses on the firm’s long-term, active approach to growth.  In this episode, the effort’s mastermind Stuart Dunbar joins Malcolm Borthwick to take stock and explain why actual investing is more relevant than ever. As he explains, capital-intensive companies are seeking to transform healthcare, transport and entertainment, among other industries, and they need patient, supportive shareholders to fulfil their potential and deliver strong returns.  Resources:Actual investors (https://www.bailliegifford.com/en/uk/about-us/actual-investors/)Let’s talk about actual investing (https://www.bailliegifford.com/literature-library/actual-investing/let-s-talk-about-actual-investing/)Baillie Gifford’s investment beliefs (https://www.bailliegifford.com/en/uk/individual-investors/investment-beliefs/)The Premonition by Michael Lewis (https://wwnorton.com/books/9780393881554)The Economics of Fund Management by Ed Moisson (https://www.agendapub.com/page/detail/the-economics-of-fund-management/?k=9781788215336)The Golfer’s Journal (https://www.golfersjournal.com/) Follow us via:Twitter (https://twitter.com/bailliegifford)LinkedIn (https://www.linkedin.com/company/baillie-gifford/)Email (https://www.bailliegifford.com/en/uk/individual-investors/email-sign-up/)Companies mentioned include: Amazon (https://www.amazon.co.uk/)Apple (https://www.apple.com/)ASML (https://www.asml.com/)Moderna (https://www.modernatx.com/)Netflix (https://www.netflix.com/)Samsung (https://www.samsung.com/)TSMC (https://www.tsmc.com/)

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