Kyle McEnery

Investment manager on Baillie Gifford's Long Term Global Growth Team and former lead of the firm's Artificial Intelligence Research Project, focusing on growth investing in AI and related technologies.

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Jan 14, 2026 • 36min

Smarter models, sharper founders: growth investing in the AI era

Kyle McEnery, an investment manager from Baillie Gifford, dives into the rapidly evolving world of AI and its impact on growth investing. He discusses the importance of identifying standout companies like Anthropic, NVIDIA, and Roblox, which are shaping the future with innovative technologies. McEnery emphasizes the significance of leadership and company culture as keys to finding long-term winners. He also explores how advancements in AI could revolutionize investing strategies and take the sector to new heights.

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