Stephen Paice

Stephen Paice, Head of European equities at Baillie Gifford, shares his deep knowledge of Atlas Copco, a Swedish industrial titan known for air compressors and vacuum pumps. They explore the company's impressive 40x shareholder returns over two decades and the influential Wallenberg family's role in its history. Paice discusses the significance of pneumatic technology across industries, and they delve into Atlas Copco's unique corporate culture and strategic decisions that have guided its evolution and adaptability in the market.

Stephen Paice, a partner at Baillie Gifford and head of European Equities, dives into the undervalued landscape of European stocks. He discusses the potential for significant gains as outdated views shift. Key sectors like biopharmaceuticals, digital platforms such as Spotify, and the booming semiconductor industry are highlighted as ripe for investment. Paice also explores the resilience of certain companies amid trade tariffs, emphasizing the impactful role of culture and leadership in driving growth. His insights reveal a promising future for European innovation and investment.