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Baillie Gifford

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High growth

When a company has the potential to grow its revenues rapidly, outpacing the broader economy over a sustained period, we call that high growth.

A honey hunter hanging off a cliff on a rope ladder.

What are high growth’s characteristics?

High-growth companies often drive technological change or disrupt the status quo. They may need external capital or reinvest their free cash flow to pursue future growth. They rarely pay significant dividends, and their share prices can be volatile. Many fall far short of their potential. But those that succeed can reward investors with high multiples of their initial investment. At the portfolio level, the objective is that the successful stocks much more than offset those that don’t work out.

How do we invest in high growth?

We seek ideas that can be disruptive, displacing incumbents and benefiting from profound changes in the use of goods and services over the long term. 

Our high-growth portfolios typically range from 25 to 50 stocks. They may have significant amounts invested in our strongest conviction holdings as we seek to maximise the big winners’ impact. Turnover is low at typically around 15 per cent per annum. 

High-growth strategies

  1. Astronomical Observatory under the starlit sky filled with the milky way.

    Global Discovery

    We look for early-stage transformative companies poised for long-term growth, scaling up to shape the next decade's success.
  2. Landscape view of Mount Fuji at night with a starlit sky.

    Japan Smaller Companies

    With in-depth insight into Japan's history, we aim to uncover undervalued opportunities for investors.
  3. Landscape of a still rippled ocean at dusk in mild weather with clouds across the sky.

    Long Term Global Growth

    Concentrated portfolios of potentially game-changing companies, reshaping returns and embracing future structural shifts for success.
  4. Green and orange smoke dispersing in the air over a black background.

    US Discovery

    Transformative investing: Capturing early opportunities in small-to-mid cap firms with potential for growth and success.
  5. A colourful semi cicle of neon lights with lines of blue dots flaring out from the centre.

    US Equity Growth

    Investing in innovative, high-growth US companies that we believe may be at the forefront of global change.
  6. Astronomical Observatory under the stars.

    Worldwide Discovery

    Finding early opportunities in small-to-mid-cap firms with the aim of discovering lasting growth and success.

All our investment capabilities

Filtered by
  1. Caving team at the bottom of a deep cave wearing torches, with ropes hanging from the daylight above.

    Core growth

    Large, diverse portfolios of growth-focused holdings built with benchmarks and reduced volatility in mind.
  2. The Valencia City of Arts and Sciences at sunset.

    Equity and multi-asset income

    Seeking both dependable income and long-term capital growth.
  3. Two adventure cyclists on a single track road in the Scottish Highlands.

    Fixed income

    Targeting company and government bonds with a focus on long-term outcomes.
  4. Asian woman working in vegetable greenhouse.

    Flexible growth

    Portfolios containing a mix of firms focused on disruption, steady compounding and timely capital allocation.
  5. A honey hunter hanging off a cliff on a rope ladder.

    High growth

    Concentrated portfolios of fast-growth companies, typically holding between 25 and 50 stocks.

Important information

Baillie Gifford Overseas Limited (ARBN 118 567 178) is registered as a foreign company under the Corporations Act 2001 (Cth) and holds Foreign Australian Financial Services Licence No 528911. The information in this area is provided to you on the basis that you are a “wholesale client” within the meaning of section 761G of the Corporations Act 2001 (Cth) (“Corporations Act”). Please advise Baillie Gifford Overseas Limited immediately if you are not a wholesale client. In no circumstances should the information in this area be made available to “retail clients” as defined by the Corporations Act.

The information in this area contains general information only. It does not take into account any person’s objectives, financial situation or needs.