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results in an arbitrary decision that has nothing to do with the company ’ s ability to make exceptional returns for your clients .” Instead , Baillie Gifford focuses on whether the company can continue to create returns . “ We want to continue to own those shares and continue to be partners and supporters of those businesses to maximise the potential returns for our clients ,” Singlehurst says . Providing they are executing on their vision , and the upside remains , founders know that Baillie Gifford will stay the course . So where does Singlehurst see opportunities ? “ The companies that I ’ m the most excited about ,” he says , “ are those taking technology developments from one field and applying them to surprisingly different fields .”
He cites the Texas-based ‘ green chemicals ’ company Solugen as an example : “ In one sense , it ’ s a chemicals company . But it has found a way to make base chemicals , such as hydrogen peroxide , using enzymatic catalysts , which are much more efficient than the metal catalysts traditionally used in the industry .” He believes this could be a game-changer : it results in a better product that is cheaper to produce and is much better for the environment . The inspiration came from healthcare . “ One of the founders was an oncologist , and he discovered these enzymes in pancreatic cancer cells which make hydrogen peroxide ,” Singlehurst explains . Here is a business taking advances and insights from healthcare and applying them to fields such as water
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