PA Congress Insight: Entrepreneurial US still great for stock pickers

Added 13th July 2016

“If you cannot find a relatively small number of really exciting, attractively valued stocks in a market like the US, the you should really question why you are a stock picker in the first place,” argues Baillie Gifford’s Tom Slater.

According to Slater, manager of the firm’s American Fund, the goal is to think about a company’s long term prospects.

“We are looking for companies where we can make at least 2.5 times our money over the next five years and we have been finding a lot of those opportunities,” he said, adding: “We feel that backing the few entrepreneurs who are really prepared to invest in the long term will deliver really attractive payoffs on a five-year view. 

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About Author

Gary Corcoran


Portfolio Adviser & International Adviser

Gary Corcoran is the editorial director for Portfolio Adviser, International Adviser and Fund Selector Asia. He is also programme director and chairman for events hosted across the UK, South Africa, Middle East and Asia. Gary joined Last Word Media in August 2006 as the launch editor of Portfolio Adviser, having previously worked at Bacon & Woodrow, Legal & General, FT Business and MSM International.



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