224. Why Alnylam, Oxford Nanopore and Ocado offer compelling, long-term opportunities

Bill Chater, investment specialist for the Baillie Gifford Global Discovery fund, gives us an in-depth perspective on the fund’s investment style and why the long-term approach delivers results. He comments on the core fundamentals the team looks for in its stock picks, touches on the current market conditions and the impact on the fund, and why the potential within healthcare is so exciting, with names like Alnylam and Oxford Nanopore. He finishes by offering more details on Ocado’s big deal in the US and on the automation technology that makes it a compelling addition to the fund’s basket.What's covered in this episode:Current market conditions and the impact on the fundThe fund’s core mission Micro-economic vs macro-economic factorsHow individual company analysis is more appropriate to the team than sector or geographical considerationsBuilding resilience into the portfolioThe Chinese holdings in the fundThe potential for healthcare technologyOcado’s potential in the US, with the move towards increased automationMore about the fund:Renowned for the quality of its in-house research, Baillie Gifford brought its smaller companies’ teams together in 2011 to form the Global Discovery team. This fund consists of what the team believe to be the most innovative and fast-growing smaller companies in the world. It has a strong growth bias and is aggressive in nature.Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.