The power of Actual investing during changing times

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 LinkedIn Email Companies mentioned include: Amazon Apple ASML Moderna Netflix Samsung TSMC

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