Stuart Dunbar
Baillie Gifford partner responsible for shaping and communicating the firm's investment philosophy, experienced in long-term active investing and client engagement.
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Mar 16, 2026 • 39min
The active edge: the case for growth in uncertain times
Stuart Dunbar, a Baillie Gifford partner who shapes the firm’s long-term active investing philosophy, discusses why recent shocks have pushed markets to short-term thinking. He explains the value of deep engagement with companies and why growth opportunities now hide beyond the obvious. He outlines where stability could reset valuations and highlights some surprising businesses benefiting from structural change.
