Fund manager Douglas Brodie is head of a global discovery team at investment house Baillie Gifford that seeks out companies transforming the way business is done in the industries they operate in. Such pioneers , argues Brodie, can prove to be outstanding long-term investments.
The discovery team – currently seven-strong – has been together for more than a decade and the investment strategy has so far reaped huge investor rewards.
The two funds it is responsible for – Baillie Gifford Global Discovery and Edinburgh Worldwide – have both built strong investment records and Brodie believes there is no reason why they cannot continue, irrespective of any market hiccups that lie in wait.
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