Capital at risk

Investment strategy

Great British Growth

Great British Growth invests in UK public companies whose exceptional growth potential is also especially valuable to the future of the UK economy. We want your capital to deliver twice, by growing your investments and helping to build a more prosperous Britain.

Panoramic view of Manchester city skyline in Lancashire, featuring tall glass skyscrapers under a cloudy sky, with historic red-brick buildings and a pedestrian bridge in the foreground.

Investing in British Growth

Great British Growth invests for the long term in world-class UK companies that drive our domestic economy. Their growth strengthens communities and underpins Britain’s future prosperity.

Great British Growth

Investment manager James Smith introduces Baillie Gifford’s Great British Growth strategy, and explains why he’s excited about the UK’s most innovative companies.

Outstanding research, outstanding ownership

Only a few companies have the potential to make a real difference, so we choose our portfolio with great care.

We build a deep understanding of each business: its growth opportunities, competitive strengths and commitment to the long term. And we ask how its success can contribute positively to the UK economy.

Ownership matters. Companies achieve more when backed by patient, supportive shareholders. Too often that support has been missing in Britain. That’s why we commit to being long-term, engaged partners - encouraging ambition and helping to create lasting value for both investors and the wider economy.

Building a brighter shared future

  • We invest in a diverse mix of UK growth companies, some of which will grow rapidly, and others will compound over time.  
  • The portfolio comprises 30-40 holdings that we believe can deliver long-term value. 
  • Our differentiated approach results in a portfolio distinct from the broader UK equity index with high active share.
The UK is home to world-class, growing companies whose success is at the heart of our shared future prosperity. I want our clients to share that success and support it as high-quality long-term owners.
James Smith, Investment manager

Meet the managers

James Smith

James Smith

Investment Manager

James is an investment manager in the UK Equity Team. He is co-manager of the UK Core Strategy and lead manager for Great British Growth. James joined Baillie Gifford in 2022, and prior to joining the firm, worked as a senior investment manager at ADIA in Abu Dhabi covering UK Equities. He began his career at Martin Currie in Edinburgh in 2012. James graduated BSc (Hons) in Economics from UCL in 2010.

Thinking about next steps?

We’re here to answer your questions and help you find the right fit from our range of investment capabilities and services.

Local authorities

We have over 30 years of experience serving local government pension schemes (LGPS) and manage assets for more LGPS clients than any other active manager. 

Insights

Key articles, videos and podcasts relating to the strategy:

Great British Growth

Investment manager James Smith introduces Baillie Gifford’s Great British Growth strategy, and explains why he’s excited about the UK’s most innovative companies.

Thinking about next steps?

We’re here to answer your questions and help you find the right fit from our range of investment capabilities and services.

Local authorities

We have over 30 years of experience serving local government pension schemes (LGPS) and manage assets for more LGPS clients than any other active manager. 

Thinking about next steps?

We’re here to answer your questions and help you find the right fit from our range of investment capabilities and services.