Today I’m up Edinburgh with Ben James, investment specialist on the US equity team here at Baillie Gifford. For more information on the people and ideas in the episode, see the links at the bottom of the post.ĭarius McDermott (DM): I’m Darius McDermott from FundCalibre, and this is the ‘Investing on the go’ podcast. The fund may or may not still hold these companies at your time of listening. It’s not a recommendation to buy or sell. Please remember we’ve been discussing individual companies to bring investing to life for you. Please check the corresponding audio before quoting in print, as it may contain small errors. Which 3 less well-known companies are exciting the team at the momentġ6 February 2023 (pre-recorded 7 February 2023)īelow is a transcript of the episode, modified for your reading pleasure.Why companies designated as disruptors and engines of growth have a place in the portfolio.How healthcare’s acyclicality benefits the portfolio.Which companies are driving and exploiting structural change.Active vs passive investing and how the fund differs from the S&P 500.
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