Our philosophy
Long Term Global Growth is a purely stock-driven, unconstrained global equity strategy focused on investing in exceptional growth companies. This approach is expressly long-term. We believe that investing in companies with the scope to grow to multiples of their current size has the potential to transform the returns for investors over time.
Learn about our investment philosophy from these short films.
Meet the investment team
Mark Urquhart
Mark is the head of the Long Term Global Growth Team, a strategy which he co-founded in 2003. Mark joined Baillie Gifford in 1996, initially working as an Investment Analyst and Manager in the US, UK and Japan teams. He became a Partner of the firm in 2004. Mark graduated BA in Philosophy, Politics and Economics from the University of Oxford in 1992 and spent a year at Harvard as a Kennedy Scholar in 1993 before completing a PhD in Politics with a thesis on Nationalism in the EU at the University of Edinburgh in 1996.
John MacDougall
John is an Investment Manager in the Long Term Global Growth and China A-Share teams. He joined Baillie Gifford in 2000 and has worked in the US, Japan and Global Discovery teams. He became a Partner of the firm in 2016. John spent two years in Shanghai helping to establish Baillie Gifford's Shanghai office before returning to Edinburgh in January 2022. John graduated MA in Ancient & Modern History from the University of Oxford in 2000.
Michael Pye
Michael is an Investment Manager in the Long Term Global Growth Team. He joined Baillie Gifford in 2013 and has worked in the UK, Multi Asset and US teams. Michael is a CFA Charterholder. He graduated MA in Classics from the University of Cambridge in 2007 and gained a PhD in International Relations from the University of St Andrews in 2013.
Gemma Barkhuizen
Gemma is an Investment Manager in the Long Term Global Growth and Global Outliers teams. She joined Baillie Gifford in 2017 and initially worked in the European Team. Gemma graduated MA in Modern History from The University of Durham in 2017 and prior to this, she graduated BA (Hons) in History and Philosophy from Rhodes University in South Africa.
Robert Wilson
Robert is an Investment Manager in the Long Term Global Growth Team. He joined Baillie Gifford in 2016 and has worked in the US, European and Multi Asset teams. Robert is a CFA Charterholder. He graduated MA (Hons) in Philosophy from Clare College, Cambridge before taking up the Mellon Fellowship at Yale after.
Tom Slater
Tom is an Investment Analyst in the Long Term Global Growth Team and head of the US Equities Team. He joined Baillie Gifford in 2000 and became a Partner of the firm in 2012. After serving as Deputy Manager for five years, Tom was appointed Joint Manager of Scottish Mortgage Investment Trust in 2015. He has previously worked in the Developed Asia and UK teams. He graduated BSc in Computer Science with Mathematics from the University of Edinburgh in 2000
Linda Lin
Linda is an Investment Analyst in the Long Term Global Growth Team and an Investment Manager in the China A-Share Team. She joined Baillie Gifford in 2014 and became a Partner of the firm in 2022. Linda relocated to Baillie Gifford’s Shanghai office in December 2019 as Head of the Shanghai based Investment Team. She graduated BComm in Accounting and Finance from the University of Auckland in 2007 and MSc in Finance and Investment from the University of Edinburgh in 2011. Linda is a native Mandarin speaker.
Alice Stretch
Alice is an Investment Analyst in the Long Term Global Growth Team. She joined Baillie Gifford in 2018 and has worked in the Emerging Markets, Global Alpha, and Credit teams. Alice graduated BSc in Political Economy from King’s College London in 2018.
Meet the client team
Scott Nisbet
Scott is a Client Service Director with responsibility for the clients invested in Long Term Global Growth. He joined Baillie Gifford in 1996 and worked as an investor until 2003, when he moved to the Clients Department. He became a Partner of the firm in 2007. Scott graduated MA in English Literature and French from the University of Edinburgh and gained a Post Graduate Diploma in Translation from the University of Paris.
Tim Garratt
Tim is a Client Service Director with responsibility for the clients invested in Long Term Global Growth. He joined Baillie Gifford in 2007 and became a Partner of the firm in 2016. Tim is involved with Baillie Gifford’s Shanghai office and is also helping to further Baillie Gifford’s role in responding to the climate crisis. He graduated MEng in Aeronautical Engineering from the University of Bristol in 1999.
Tatjana Evans-MacLeod
Tatjana is a Client Service Director with responsibility for the clients invested in Long Term Global Growth. She joined Baillie Gifford in 2015. Tatjana graduated BA in Psychology from Yale University, MA in Developmental Psychology from Columbia University and gained an MBA from Harvard.
Stewart Hogg
Stewart is a Client Service Director with responsibility for the clients invested in Long Term Global Growth. He joined Baillie Gifford in 2008. Stewart graduated BA in Economics from the University of Stirling in 2006 and MSc in Economics (Finance), on the Scottish Graduate Programme in Economics, from the University of Edinburgh in 2008.
Jonny Greenhill
Jonny is a Client Service Manager with responsibility for the clients invested in Long Term Global Growth. Prior to joining Baillie Gifford in 2016, Jonny worked on international policy for over eight years at the OECD in Paris, notably on responsible business conduct and sustainability. Jonny graduated MA in Geography from the University of St Andrews in 2005 followed by MA in Contemporary European Studies from the University of Bath and Sciences Po in Paris in 2007.
Sarah Clark
Sarah is a Client Service Manager with responsibility for the clients invested in Long Term Global Growth. She joined Baillie Gifford in 2010. Sarah graduated BA (Hons) in Business Studies from Edinburgh Napier University in 2007.