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.