Baillie Gifford: Amazon? ‘It was meant to be about books’

Octo Members
5 June 2019
Back

A medium watch. 

Surrounded by cool Tron-esque neon graphics, Baillie Gifford’s James Anderson and Tom Slater, co-managers of the Scottish Mortgage Investment Trust, explain their “invest in progress” philosophy in this video.

The pair talk about their long-term holdings, particularly giants such as Tencent and Amazon, which have made unimaginable progress from humble beginnings.

The rapid progress of technology has, they say, facilitated a whole raft of new business models and created some “very special companies”.

Author.

Download the first private community app for UK financial services professionals