Long term global growth

An investment portfolio update explaining why holdings have thrived despite economic chaos.

LTGG’s Stewart Hogg and Gemma Barkhuizen on volatility, business culture, and the long-term view.

An anthology of articles the LTGG team wrote throughout 2022.

Investment manager Lawrence Burns talks to MercadoLibre’s CFO Pedro Arnt.

Short-term, many companies seem grey and similar. But patience will reveal colourful outliers.

A look at recent macroeconomic factors and performance and considerations for the future.

Why growth is still possible in hard times.

The Dutch firm driving progress by making it possible to create more intricate computer chips.

With data at the heart of digital advertising, advertising businesses now come in many forms.

The LTGG Team share their thoughts on the portfolio, the current environment and what makes them optimistic about the future.

Understanding why certain ideas lead to growth can boost the chances of outperformance.

Positive progress from a number of portfolio companies.

An LTGG ESG update.

What do we learn from meeting management teams? That it’s good to be on the road again.

Disruptive change within the entertainment world creates a wealth of opportunity.

We met holdings to track their progress as well as scouting out potential additions to the portfolio.

Sailing in the Roaring Forties.

The LTGG Team share their thoughts on what’s currently going on in the markets, what worries them and what they are excited about for the next 5-10 years.

LTGG unpacks the potential of a new holding in the fintech and gaming space.

The LTGG Team explore eight themes that will be key to the next 20 years of transformational growth.

Tim Garratt considers how we value exciting businesses and reflects on what we lose when we fail to imagine.

How Gingko Bioworks is making advances in computing and DNA engineering.

The LTGG Team explain why they aren’t tempted to time the market, despite recent volatility.

New holding, Roblox, aims to bring the world together through play. The LTGG Team take a closer look.

The LTGG team on short-term drawdowns and investing in era-defining companies.

Looking before we leap into industry initiatives.

The LTGG team take a closer look at how Affirm plan to transform the consumer credit industry.

LTGG is making efforts to improve environmental, social and governance metrics.

The genome sequencing specialist is playing a valuable role in the hunt for new treatments.

Regulation and what we look for in companies’ responses.

Adapting to the changing expectations of staff and society.

A focus on diversity and inclusion can result in competitive advantage.

The companies that LTGG invest in can turn their ability to improve society into a source of competitive advantage.

The challenge companies face to meet net zero emission targets.

How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.

What company engagement means to us.

New types of transactions and ecommerce services are being enabled by innovative fintechs.

In this edition of Looking Back Going Forward we explain how environmental, social and governance (ESG) considerations have been deeply embedded in our Long Term Global Growth strategy.

Carvana proves that the best used car dealers care not about commission but logistics. The LTGG Team explore digital disruption at its finest.

The LTGG Team reason that where there’s transformational growth, the regulatory backdrop will evolve to keep up. That’s as true of China as it is elsewhere.

The LTGG team explain why they decided to sell their clients’ holding in Google parent company, Alphabet.

The LTGG team explain why they’re excited about Bilibili, a niche gaming platform that has developed a hardcore following in China.

The LTGG Team look back on an extraordinary 12 months and discuss the growth prospects of the portfolio, the rapid development of vaccines and the importance of hold discipline.

The Trade Desk, a recent LTGG investment, is disrupting a $350bn market and challenging Facebook and Google’s control of online advertising. The LTGG Team discuss the opportunities ahead.

There are businesses which, to paraphrase a recent note from Mark Urquhart, are “quietly getting on with it”. The meeting that prompted this observation was with Sydney headquartered Atlassian. Learn more about our recent thoughts on the company in this month's 'Reflections'.

With valuation formulas found wanting once again, Mark Urquhart writes in praise of uncertainty.

Much like an art curator, the role of the investment manager involves carefully selecting investments that will make a mark and grow in value over time.

To stand the best chance of owning the winning companies of the 2030s, we should imagine how bizarre today’s ‘normal’ will seem when the next generation looks back.

Technological developments over recent decades mean reality has outpaced the science fiction of his youth since Mark Urquhart joined Baillie Gifford almost 25 years ago. Now, scanning the Covid-19 driven global economy, he sets out his enthusiasm and expectations for the next decade and beyond.

Navigating Noise, a video series brought to you by the Long Term Global Growth team, seeks to gather and share some of the thinking we find so valuable when investing for the long term.

Carlota Perez, British-Venezuelan researcher, lecturer and international consultant, presents on the paradigm shifts she observes in historical technological revolutions and what these shifts could mean for the future.

Carlota Perez, British-Venezuelan researcher, lecturer and international consultant, presents on the paradigm shifts she observes in historical technological revolutions and what these shifts could mean for the future.

Carlota Perez, British-Venezuelan researcher, lecturer and international consultant, presents on the paradigm shifts she observes in historical technological revolutions and what these shifts could mean for the future.

Carlota Perez, British-Venezuelan researcher, lecturer and international consultant, presents on the paradigm shifts she observes in historical technological revolutions and what these shifts could mean for the future.

Carlota Perez, British-Venezuelan researcher, lecturer and international consultant, presents on the paradigm shifts she observes in historical technological revolutions and what these shifts could mean for the future.