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Ep. 35: Baillie Gifford's Stuart Dunbar on "Actual Investing"
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Investment management can sometimes feel like an intricate and complex industry, but does it have to be? Stuart Dunbar, a partner at Baillie Gifford, joins the Going Long podcast to explore the philosophy of “actual investing” – focusing on the fundamentals of deploying capital in the real world, and looking past that complexity to invest in projects that create value over time. Dunbar and host Sarah Williamson also discuss what are the common traits of long-term-oriented organizations around the world (15:11), navigating different ESG perspectives in global investing (31:16), and the need to embrace uncertainty and be on the right side of disruptive trends (37:52).
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