Future Stocks: Our best international ideas
Video
What is an actual investor?
Partner Stuart Dunbar explains how making the best returns for our clients comes from discovering the companies that contribute most to progress over the long term.
Webinar series
Disruption Week 2025: vision amid volatility
Baillie Gifford investment managers discuss the innovative and disruptive companies that excite them most, explaining what gives these firms a long-term competitive edge in turbulent times.
Strategies
Browse our range of specialist equity strategies.
Funds
Explore our selection of specialist equity funds.
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About Baillie Gifford
Baillie Gifford is a 117-year-old, Edinburgh-based global investment manager actively pursuing resilient companies with the aim of delivering strong long-term returns for our clients. Our independent private partnership structure allows us to provide patient capital to innovative growth businesses as these companies disrupt their industries and the world.
Research & Insights
Baillie Gifford: Future Focus
Welcome to Future Focus, our twice-yearly publication for financial intermediaries looking for fresh thinking informed by a global perspective, with ideas they can act on.
International viewpoints: bubble or boom, trouble is brewing
Rapid investment may be overestimating near-term demand, even as AI’s long-term potential remains vast.
From Pac-Man to AI agents: how Tencent is evolving beyond gaming
Tencent is transforming gaming with AI that creates smarter characters and cuts development costs.
Anthropic: why we are backing the AI frontrunner
Baillie Gifford invested in AI frontier lab Anthropic in a deal announced in September.
Emerging Markets: are you missing the point?
Global equity portfolios remain systematically underweight Emerging Markets despite these economies being home to many world-leading growth businesses.
International viewpoints: the case for global supply chain champions
Critical global supply chains—the unseen scaffolding of our digital and interconnected world—are often overlooked by investors chasing front-end innovation. Yet, these essential companies, particularly in Europe and Asia, power the global economy.
Altruist: rebuilding infrastructure for the $86tn investment advisory market
Altruist built a 21st-century digital custodian and combined it with essential software tools to enable faster, simpler processes for advisors.
Three ways we think about AI in Emerging Markets
Emerging markets are powering AI’s growth—through hardware enablers, software platforms, and operational innovators. Our approach targets companies with enduring advantages to compound value across cycles.
Emerging markets: the next engine of growth
Trade shifts and underserved populations are among the factors favoring world-class stocks.
Podcast
Skin in the game: the hidden power of persistence
Significant ownership stakes give business leaders the persistence to pursue bold, long-term strategies. From Ryanair’s counter-cyclical bets to Shimano’s family stewardship and Demant’s foundation backing, these examples reveal how “skin in the game” can drive resilience across downturns and even generations.
Baillie Gifford International LLC is wholly owned by Baillie Gifford Overseas Limited; it was formed in Delaware in 2005 and is registered with the SEC. It is the legal entity through which Baillie Gifford Overseas Limited provides client service and marketing functions in North America. Baillie Gifford Overseas Limited is registered with the SEC in the United States of America.