Company Company Profile

Baillie Gifford Overseas Limited

Head office:
Edinburgh, United Kingdom
Assets Managed:
$591.3 Billion (2021-09-30)

Company Profile

Founded in 1908, Baillie Gifford is an independent investment manager, renowned and respected worldwide as a responsible investing specialist focused on delivering on investors’ portfolio return and ESG goals. With capabilities in equities, fixed income, and multi-asset solutions, the firm employs a rigorous long-term, bottom-up approach to investing across global markets. Baillie Gifford’s distinct approach to ESG is one focused on engagement and opportunity. On engagement, Baillie Gifford is an active investor that works with the companies it invests in, not only to manage ESG risks, but to help uncover potential ESG-driven competitive advantages. Similarly, Baillie Gifford sees ESG as a source of potential growth drivers that can lead to investment opportunities, focused on companies with the innovation, transformational leadership, and/or strong corporate citizenship needed to capitalize on sustainability-focused world.

The company is based in Edinburgh, Scotland, and is further supported by global offices around the world. As of 2021, Baillie Gifford has won the top prize at the FTAdviser Investment 100 Club Awards for five years running.1

1. FT Adviser, September 2, 2021.


Investment Approach

Baillie Gifford’s global equity investing is based on generating long-term returns through active investment in companies able grow faster than the market with businesses poised to benefit from the worldwide moves towards greater sustainability. Its stewardship-driven investment model is built on the established United Nations Compact Principles for Responsible Business: human rights, labour, the environment, and anti-corruption. Baillie Gifford distinguishes itself by using these principles to identify company growth drivers that can deliver higher-than-market returns to investors. The firm employs a rigorous multi-step ESG-integrated process in constructing a portfolio of high-conviction stock holdings reflecting sustainable growth opportunities. Potential investments are first screened for growth-factor characteristics, such as the ability to grow faster than the market, a competitive edge over its industry peers, and strong earnings or other profitability metrics. Companies are then assessed based on exclusion and positive inclusion factors. Baillie Gifford excludes investments in companies that derive a material portion of their revenue from specific industries, such as weapons and tobacco. Inclusion factors encompass a company’s commitment to delivering value to society, its balanced consideration of stakeholders, and its degree of responsible corporate culture. Finally, potential investments are screened based on an assessment of the ESG risks and opportunities they represent.

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Funds Managed icon Funds Managed

NEI Global Growth Fund*

Category:
Global Equity

Lead Managers:
Iain McCombie
Gary Robinson
Zaki Sabir
Andrew Cave

Inception Date Morningstar Profile
1995-05-01 A
2002-04-30 F
2018-12-03 P
2018-12-03 PF
*Effective November 15, 2021, the name of NEI Global Equity Fund changed to NEI Global Growth Fund, and the sub-advisor of the Fund changed from Principal Global Investors, LLC to Baillie Gifford Overseas Limited.

Lead Manager icon Lead Managers

Toby Ross

Toby Ross

Investment Manager, Global Stewardship

Toby joined Baillie Gifford in 2006. After several years on the UK equities team and as an energy sector specialist, he joined the Global Income Growth team as an investment manager in 2013. He became Co-Head of the Global Income Growth Team and Joint Manager of The Scottish American Investment Company PLC (SAINTS) in 2017, and in 2018 he joined the International Alpha Portfolio Construction Group. Toby became a decision maker for the Global Stewardship strategy in 2022. He graduated MA in English Literature from the University of Cambridge in 2006 and is a CFA Charterholder.

Gary Robinson

Gary Robinson

Investment Manager, Baillie Gifford Partner

Gary has been a member of the Global Stewardship Portfolio Construction Group since its inception in 2015 and is an Investment Manager in the U.S. equities team. He graduated with an M.Biochem. in Biochemistry from the University of Oxford in 2003 and joined Baillie Gifford the same year. He spent time working on Baillie Gifford’s Japanese, U.K. and European equity teams before moving to the U.S. equities team in 2008. Gary is a generalist investor but retains a special interest in the healthcare sector dating back to his undergraduate degree. Gary became a Partner of the firm in 2019.

Zaki Sabir

Zaki Sabir

Senior Analyst

Zaki joined Baillie Gifford in 2007, and in 2017 he became a member of the Global Stewardship Portfolio Construction Group. He is a Senior Analyst in the Global Discovery Investment Team. Zaki graduated with a BA in Business Accounting and Finance from the University of Newcastle in 2006.

Craig Noble

Craig Noble

Senior ESG Analyst, Global Stewardship

Craig is a Senior ESG Analyst in the Global Stewardship Team. He first joined Baillie Gifford in 2015 via the Investment Operations Graduate Scheme where he spent two years rotating through eighteen secondments in different departments across the firm. Craig graduated with a BSc (Hons) in Business and an MSc in Finance, both from Lancaster University Management School. As a dedicated sustainability analyst for the Global Stewardship strategy, Craig has a particular interest in the opportunity side of sustainable investment and maintains a firm belief that ESG is a complex and nuanced area, which fits with his passion for in-depth research.