Tom Slater

In this discussion, Tom Slater, the calm and collected manager of Baillie Gifford's £10bn Scottish Mortgage investment trust, shares his insights on growth investing. He dives into his strategies for navigating volatile markets, particularly his varying stance on tech stocks like Nvidia and Meta. Tom elaborates on the importance of technical founders in the AI era and recounts a memorable encounter with Elon Musk. He also emphasizes the competitive edge gained from his firm's unique culture and collaboration, contrasting growth investment with traditional approaches.

Tom Slater, the Scottish Mortgage Manager with over two decades of experience, discusses the importance of long-term investment strategies. He delves into navigating the ever-changing branding amidst market fluctuations, including the impact of COVID-19. Slater highlights the growth potential of luxury brands like Ferrari and Hermes, while also tackling the complexities of investing in China's tech landscape. The conversation shifts to the future job market in an AI-driven world, stressing the need for STEM education and understanding AI's limitations.

Tom Slater, head of U.S. Equities at Baillie Gifford, discusses the keys to long-term investing. He emphasizes the need to identify standout market winners and maintain a disciplined mindset through market fluctuations. Slater explores the dynamics of founder-led companies like Tesla and shares insights into innovative strategies that tap into emerging e-commerce markets. The conversation also highlights the importance of understanding organizational culture as essential for enduring success.