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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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