The Baillie Gifford Way
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.