Tom Slater
The Visionary
The future, and what is barely possible, reads round the next corner.
Tom Slater is The Visionary in the strictest sense, positioning Baillie Gifford's capital where consensus market thinking cannot yet see. His refusal to truncate big winners, paired with his critique of Wall Street's inability to price imagination and ambition, marks an investor who treats foresight as the core analytical edge. Slater bets on hypothesis-driven futures rather than present-day fundamentals, and that willingness to hold conviction ahead of the evidence defines his leadership.
“We're looking for companies that address really big opportunities and where that opportunity is often dynamic, often changing, and you have a hypothesis about why this company might be the one to benefit from that change.”
“Stock markets are driven by a really small number of exceptional companies. What we mustn't do as long-term investors is truncate the impact of those big winners.”
“Wall Street is very good at valuing today's products, today's markets. It's very bad at anticipating or valuing imagination and ambition, and that has been such an important driver of value growth at Amazon.”
Masters in Business: “Tom Slater on Growth Investing (Podcast)”
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