The 3 characteristics of great growth companies

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Recorded12 Jan 2024

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What distinguishes companies that will thrive from those that will perish? In this episode, we explore three traits that mark out the companies set to surge ahead from those more likely to struggle: 1. They solve real-world problems2. They are financially strong and disciplined3. They are highly adaptable Baillie Gifford partner Tim Garratt discusses these characteristics, gives examples of companies that exhibit them and explains why this feels like a once-in-a-generation opportunity to be a long-term growth investor. BackgroundTim Garratt is an investment specialist, overseeing the institutional clients who invest in our Long Term Global Growth strategy and leading our broader client specialist network. He recently co-authored the paper Why growth, why now?, which reaffirms our beliefs about how growth investing can generate attractive returns.In this episode of Short Briefings on Long Term Thinking, he discusses how interest rate rises, restricted amounts of capital and geopolitical tensions are causing a stock market shake-out. And he explains why this plays to the advantage of patient investors who focus on the fundamentals when picking growth stocks. Garratt gives examples of how companies, including Netflix, Roblox, Shopify and Amazon, fulfil the criteria we seek. And he explains how Baillie Gifford itself is adapting to the times, exploring the use of machine learning and other tools to hone our investment process.Resources:Why growth, why now?We’re all climate hypocrites nowSee & SprayNetflix engagement report Timecodes:00:00 Introduction1:30 From abundance to limitation03:45 Implications for investors05:20 Real world problems: supply chains07:30 Deere and hi-tech farming09:00 Financial strength and discipline09:50 Netflix and pricing power12:00 Keeping watch on margins14:15 China’s electric vehicle makers16:15 Adaptability and new business models16:50 Roblox adds AI19:30 Microsoft, Amazon and environmental costs21:45 Sea and the importance of culture23:00 How Baillie Gifford is adapting25:05 ‘Why now?’ for growth investing26:55 Book choice

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