The Baillie Gifford Way
Loading…

The Baillie Gifford Way

by Li Zheng and Han Shenghai

435 learnersReview
For over 110 years, Baillie Gifford has defied market chaos—surviving the Great Depression, world wars, and tech bubbles—to become a $300B+ global asset management leader. This book breaks down the firm’s secret sauce: a relentless focus on long-term growth investing, not quarterly gains. Led by legends like James Anderson, Baillie Gifford bet early on Amazon, Tesla, Tencent, and other transformative companies, outperforming Berkshire Hathaway and the Nasdaq over two decades. You’ll dive into their unique playbook: from the 'Due Diligence 10 Questions' that spot high-growth firms to partnerships with academic institutions like the Santa Fe Institute, which shape their understanding of complex economic systems. The book also explores their patient capital model, ESG integration, and strategic bets on tech disruption (AI, EVs) and the Chinese market. Even as rates rise and geopolitics shift, Baillie Gifford’s commitment to decades-long thinking offers a blueprint for successful investing in uncertain times.

Original Title: 柏基投资之道 Original Language: Chamorro

Understand the Book

Choose how you want to explore this book.

ReadReadFree6 min readPodcastPodcastFree24 min · Book discussionInfographicInfographicFreeVisual overviewBook CardsBook CardsFree25 cards

Explore with AI

Ask about the book's ideas and how they relate to your life.

Share Your View

Hold stocks for 10+ years?

Growth vs value investing?

Bet on Chinese growth?