US Perspectives: Frontiers and frontlines - notes from the road | Baillie Gifford
Based on the article titled "US perspectives: Frontiers and frontlines: notes from the road" (published by Baillie Gifford in May 2026), here is a summary of the key insights gathered by the US Growth investment team during their field research across America:
1. Core Philosophy: Seeking 'Uncommon Understanding'
Rather than relying solely on spreadsheets, the Baillie Gifford US Growth team conducts on-site field trips across diverse sectors—from AI labs to nursing facilities—to uncover long-term constraints (compute, labor, power, logistics, and culture). This hands-on process aims to generate insights and conviction that are not yet reflected in current stock prices.
References
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