Cycles vs Disruption: A Case for Growth

"The reports of my death have been greatly exaggerated”, as is the market’s consensus on growth investing. We’re in an era of unprecedented disruption, where long-term structural changes far outweigh the historical growth/value paradigm. The implications of the once-in-a-generation replacement of the infrastructures underpinning our economy are nowhere near played out. Join our workshop to understand how we seek this disruptive growth and have the patience to align our portfolios with the management teams leading these businesses for the coming decades.



Speaker

Ben James, Director, US Equity Investment Specialist

Ben joined Baillie Gifford in July 2015. He is a Director, US Equity Investment Specialist and member of our US Equity Product Group. Before his career in finance, Ben was an Infantry Officer in the British Army for eight years. During his service he completed two combat tours of Afghanistan and achieved a Masters in International Development with a focus on sustainable investing from The University of Birmingham. Prior to this, Ben spent four years working as a professional musician, having previously graduated BMus (Hons) in Music, also from The University of Birmingham, in 2003.


By the end of the session the delegates should be able to:


  • Gain a greater understanding of disruptive innovation and how this permeates our US Equity Growth portfolios
  • Explain why today’s level of disruption is more important for exceptional growth companies than ‘where we are in the cycle’.