The power of Actual investing during changing times

Short Briefings on Long Term Thinking - Baillie Gifford

Baillie Gifford에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Baillie Gifford 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

1+ y ago 25:22

MP3•에피소드 홈

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

Let’s talk about actual investing

Baillie Gifford’s investment beliefs

The Premonition by Michael Lewis

The Economics of Fund Management by Ed Moisson

The Golfer’s Journal

Timecodes:

0:00 Introduction

1:30 What is Actual investing?

3:30 Finding great companies

4:20 Investing with autonomy and conviction

6:10 Growth investing

8:00 Companies harnessing technology

9:10 The next decade of growth

12:00 Health innovation

14:45 Interest rates and inflation

19:00 Stress testing portfolios

21:15 Guarding against group think

22:30 Book recommendations

Follow us via:

Twitter

Companies mentioned include:

66 에피소드

#Trading #Business #Baillie Gifford