The Motley Fool’s Exclusive Interview with Tom Slater, Head of U.S. Equities at Baillie Gifford

Wall Street's quiet giant breaks silence on where real growth hides in turbulent markets.

Finding Alpha in the Algorithm Age

Baillie Gifford's U.S. equities chief reveals why traditional metrics miss tomorrow's winners. Slater cuts through quarterly noise, targeting companies rewriting industry rules instead of chasing Wall Street's flavor-of-the-month.

Long-Game Strategy Beats Short-Term Chaos

The fund bypasses daily volatility, building positions measured in decades rather than earnings cycles. Their portfolio holds positions through multiple market crashes—and still outperforms 92% of peers over fifteen years.

Tech Disruption Isn't a Sector—It's an Oxygen Mask

Slater argues legacy corporations either adapt to technological transformation or suffocate. His team hunts for management teams using tech as core infrastructure, not just cost-cutting tools.

Why Most Funds Miss the Next Amazon

Conventional analysis overlooks companies burning cash to build unassailable moats. Meanwhile, hedge funds chasing quick exits leave trillion-dollar opportunities on the table.

Finance's dirty secret? Most active managers would make more money buying index funds and taking six-month vacations.