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“We tend to be interested in those who write longer-term
perspectives. We’re really not interested in somebody’s
spreadsheet about a company’s earnings next quarter”
While these fundamentals are
at the heart of Baillie Gifford’s
investment process, one area
where the firm is purposefully
moving away from the longestablished
approach is in research,
particularly through its use of
academic institutions as a source
of differentiating information.
Dunbar sees that as a key element
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