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16 minutesOctober 2023 LTGG third quarter 2023 updateA look at portfolio performance over the recent quarter-end.
Read more13 MIN WatchOctober 2023 Long Term Global Growth Q3 updateThe Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.
Watch4 minutesSeptember 2023 Reflections: from biologics to branded fashionIn this monthly update, the team discusses recent research visits to WuXi, Symbotic and Moncler.
Read moreAugust 2023 Reflections: NVIDIA - chipping away at successFollowing a successful quarter, the LTGG team consider the future of NVIDIA.
Read more27 minutesAugust 2023 Growth investing across decadesMark Urquhart discusses the science and art of picking growth stocks with enduring potential.
Read moreJuly 2023 Reflections: The transformative potential of AIArtificial intelligence is not as new as you think it is, as the LTGG portfolio reveals.
Read more18 MIN WatchJuly 2023 Long Term Global Growth Q2 updateThe Long Term Global Growth team reflects on recent performance, portfolio changes, and market developments.
WatchJune 2023 Reflections: Defying data disorderWhy Datadog's ability to master the chaos of cloud computing offers an attractive opportunity.
Read moreJune 2023 LTGG second quarter 2023 updateAn update on portfolio performance, and the importance of adapting for the future.
Read moreMay 2023 Reflections: Kaizen – continuous improvementReflections on performance, holdings and continuous improvement.
Read moreApril 2023 Reflections: Jevons paradox - a case for SamsaraHow Samsara's data-driven insights help its customers optimise their business operations.
Read more15 MIN WatchApril 2023 Long Term Global Growth Q1 investment updateLong Term Global Growth Team reflects on recent performance, portfolio changes, and market developments.
WatchMarch 2023 Quarterly ReviewLTGG review the first quarter of 2023 and the engines of change.
Read moreMarch 2023 Reflections: Catch-22 EarningsDoes the market under-appreciate the impact of intangible investments?
Read moreFebruary 2023 Reflections: Rising from the ashesAn investment portfolio update explaining why holdings have thrived despite economic chaos.
Read more21 MIN WatchFebruary 2023 LTGG investor update – January 2023LTGG’s Stewart Hogg and Gemma Barkhuizen on volatility, business culture, and the long-term view.
WatchFebruary 2023 LTGG Anthology 2022An anthology of articles the LTGG team wrote throughout 2022.
Read moreFebruary 2023 MercadoLibre: a lesson in innovationInvestment manager Lawrence Burns talks to MercadoLibre’s CFO Pedro Arnt.
Read moreJanuary 2023 Reflections: Shifting shades of greyShort-term, many companies seem grey and similar. But patience will reveal colourful outliers.
Read moreJanuary 2023 LTGG quarterly commentaryA look at recent macroeconomic factors and performance and considerations for the future.
Read moreDecember 2022 Reflections: Operational growth hurdlesWhy growth is still possible in hard times.
Read moreDecember 2022 ASML: advancing chips to new limitsThe Dutch firm driving progress by making it possible to create more intricate computer chips.
Read moreNovember 2022 The changing face of advertisingWith data at the heart of digital advertising, advertising businesses now come in many forms.
Read more28 MIN WatchNovember 2022 Archived LTGG investor updateThe LTGG Team share their thoughts on the portfolio, the current environment and what makes them optimistic about the future.
WatchOctober 2022 Reflections: Engines of growthUnderstanding why certain ideas lead to growth can boost the chances of outperformance.
Read moreOctober 2022 LTGG: climate progress updatePositive progress from a number of portfolio companies.
Read moreSeptember 2022 LTGG: our companies’ characterAn LTGG ESG update.
Read moreSeptember 2022 Archived Reflections: LTGG on tourWhat do we learn from meeting management teams? That it’s good to be on the road again.
Read moreAugust 2022 Reflections: The fight for your free timeDisruptive change within the entertainment world creates a wealth of opportunity.
Read moreJuly 2022 Archived Reflections: Company check inWe met holdings to track their progress as well as scouting out potential additions to the portfolio.
Read moreJuly 2022 Archived Reflections: Second quarter 2022Sailing in the Roaring Forties.
Read more24 MIN WatchJuly 2022 Archived LTGG Manager UpdateThe 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.
WatchJune 2022 Reflections: Sea LtdLTGG unpacks the potential of a new holding in the fintech and gaming space.
Read moreJune 2022 TransformationsThe LTGG Team explore themes that will be key to the next 20 years of transformational growth.
Read moreMay 2022 Archived Jumpers in the hot washTim Garratt considers how we value exciting businesses and reflects on what we lose when we fail to imagine.
Read moreMay 2022 Reflections: The future of synthetic biologyHow Ginkgo Bioworks is making advances in computing and DNA engineering.
Read moreApril 2022 Archived Reflections: Market timingThe LTGG Team explain why they aren’t tempted to time the market, despite recent volatility.
Read moreApril 2022 Reflections: A look back on Q1The LTGG team consider recent performance and the long-term outlook for the fund.
Read moreMarch 2022 Reflections: RobloxNew holding, Roblox, aims to bring the world together through play. The LTGG Team take a closer look.
Read moreFebruary 2022 Reflections: On short-term drawdownsThe LTGG team on short-term drawdowns and investing in era-defining companies.
Read more60 MIN WatchFebruary 2022 Archived Long Term Global Growth: Team evolutionScott Nisbet interviews the Long Term Global Growth decision-makers discussing volatility, inflation, interest rates, China and portfolio holdings: Roblox, SEA, Moderna and Coupang.
WatchJanuary 2022 ESG collaborationsLooking before we leap into industry initiatives.
Read moreJanuary 2022 Reflections: AffirmThe LTGG team take a closer look at how Affirm plan to transform the consumer credit industry.
Read moreJanuary 2022 ESG data: Filling in the gapsLTGG is making efforts to improve environmental, social and governance metrics.
Read moreJanuary 2022 Archived Reflections: The return of the tartan armyLTGG on demanding huge returns, backing companies that rip up the rule books, and looking to the future.
Read moreDecember 2021 Reflections: IlluminaThe genome sequencing specialist is playing a valuable role in the hunt for new treatments.
Read moreDecember 2021 Rules of the gameRegulation and what we look for in companies’ responses.
Read moreDecember 2021 Working it outAdapting to the changing expectations of staff and society.
Read moreNovember 2021 Inside and outA focus on diversity and inclusion can result in competitive advantage.
Read moreOctober 2021 Reflections: Looking for a contributionThe companies that LTGG invest in can turn their ability to improve society into a source of competitive advantage.
Read moreOctober 2021 Turning up the heatThe challenge companies face to meet net zero emission targets.
Read moreOctober 2021 China’s gen Z+How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.
Read moreOctober 2021 Staying engagedWhat company engagement means to us.
Read moreOctober 2021 A question of characterHow we integrate environmental, social and governance factors into our investment approach.
Read more44 MIN WatchOctober 2021 Disruption week webinar: Digital payments platformsNew types of transactions and ecommerce services are being enabled by innovative fintechs.
WatchLong ReadOctober 2021 Looking back going forwardIn 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.
Read moreAugust 2021 Reflections: CarvanaCarvana, the US online car dealership, has a lofty but straightforward mission to change the way in which people buy cars.
Read moreJuly 2021 Reflections: ChinaThe 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.
Read moreSecond Quarter 2021 Archived Reflections: LTGG and the elixir of youthLTGG’s Tim Garratt explains how the team have endeavoured to keep the portfolio youthful and forward looking.
Read moreJune 2021 Reflections: AlphabetThe LTGG team explain why they decided to sell their clients’ holding in Google parent company, Alphabet.
Read moreApril 2021 Reflections: BilibiliThe LTGG team explain why they’re excited about Bilibili, a niche gaming platform that has developed a hardcore following in China.
Read moreLong ReadApril 2021 Archived Looking back going forwardThe 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.
Read moreApril 2021 Archived Charting progressThe response to Covid-19, unimaginable a few years ago, is just one illustration of how healthcare innovation has led to a range of revolutionary new therapies.
Read moreApril 2021 Archived Leading the chargeWe reveal the research behind one of the highest-profile investments in Baillie Gifford’s 113-year history.
Read moreMarch 2021 Reflections: The trade deskThe 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.
Read moreWatchFebruary 2021 Archived Highlights video: Long Term Global Growth webinarClient Director Tatjana Evans-MacLeod highlights the most notable discussion points from the recent LTGG webinar, in which investment managers Mark Urquhart, Gemma Barkhuizen and Linda Lin discussed turnover, valuation, China, ESG, and capacity.
WatchFirst Quarter 2021 Archived Reflections: The roaring twentiesWhen we are caught up in the drama of the present, it can be hard to see the accelerated progress that accompanies it. With technology firmly in the driving seat, Scott Nisbet explains why he sees a decade of growth ahead.
Read moreOctober 2020 Reflections: AtlassianThere 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'.
Read moreLong ReadOctober 2020 Archived Looking back going forwardTwice a year we produce a Long Term Global Growth magazine called Looking Back Going Forward, which contains investment articles which we trust will be of interest. We are pleased to bring you the October 2020 issue
Read moreSeptember 2020 Archived Value judgementsWith valuation formulas found wanting once again, Mark Urquhart writes in praise of uncertainty.
Read moreSeptember 2020 A gallery for growthMuch 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.
Read moreSeptember 2020 Sensible nonsenseTo 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.
Read moreJune 2020 Archived A view from the midst of the pandemicTechnological 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.
Read more3 MIN WatchMay 2020 Archived About Navigating NoiseNavigating 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.
Watch9 MIN WatchMay 2020 Archived Chapter 1 - Predicting the futureCarlota 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.
Watch29 MIN WatchMay 2020 Chapter 2 - Studying past patternsCarlota 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.
Watch6 MIN WatchMay 2020 Chapter 3 - Where are we now?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.
Watch18 MIN WatchMay 2020 Chapter 4 - Shaping the futureCarlota 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.
Watch10 MIN WatchMay 2020 Chapter 5 - The role of Covid-19Carlota 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.
WatchLong ReadApril 2020 Archived Looking back going forwardTwice a year we produce a Long Term Global Growth magazine called Looking Back Going Forward, which contains investment articles which we trust will be of interest. We are pleased to bring you the April 2020 issue.
Read moreApril 2019 Archived Looking back going forwardIn the latest edition of Looking Back Going Forward, John MacDougall looks back over the 15 years of Long Term Global Growth's history, reflecting on some of the holdings that have performed best, and the varied paths their share prices have followed.
Read moreFirst Quarter 2019 Archived Graham or growth?In his latest paper, James Anderson discusses Ben Graham’s book The Intelligent Investor, the seminal work on Value investing that remains as valid today as it did when he wrote it seven decades ago. James considers the author’s views and their implications for Growth investing in the current environment.
Read moreFirst Quarter 2019 Archived Riding the gravy trainThe investment management industry is often accused of failing to put clients’ interests first. Tom Coutts investigates and considers what we should be doing differently.
Read moreLong ReadOctober 2018 Archived Looking back going forwardTwice a year we produce a Long Term Global Growth magazine called Looking Back Going Forward, which contains investment articles which we trust will be of interest. We are pleased to bring you the October 2018 issue,
Read moreLong ReadApril 2018 Archived Looking back going forwardTwice a year we produce a Long Term Global Growth magazine called Looking Back Going Forward, which contains investment articles which we trust will be of interest. We are pleased to bring you the April 2018 issue.
Read moreLong ReadOctober 2017 Archived Looking back going forwardTwice a year we produce a Long Term Global Growth magazine called Looking Back Going Forward, which contains investment articles which we trust will be of interest. We are pleased to bring you the October 2017 issue.
Read moreLong ReadApril 2017 Archived Looking back going forwardTwice a year we produce a Long Term Global Growth magazine called Looking Back Going Forward, which contains investment articles which we trust will be of interest. We are pleased to bring you the April 2017 issue.
Read moreLong ReadOctober 2016 Archived Looking back going forwardTwice a year we produce a Long Term Global Growth magazine called Looking Back Going Forward, which contains investment articles which we trust will be of interest. We are pleased to bring you the October 2016 issue.
Read moreLong ReadApril 2016 Archived Looking back going forwardTwice a year we produce a Long Term Global Growth magazine called Looking Back Going Forward, which contains investment articles which we trust will be of interest. We are pleased to bring you the April 2016 issue.
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