The Hunt for Exponential Growth Abroad

What goes into Desjardins’s five-star overseas equity approach backed by Baillie Gifford.

Jade Hemeon 22 July, 2021 | 4:28AM
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Nick Thomas, partner and international equities specialist at Baillie Gifford & Co. Ltd. of Edinburgh, Scotland, subadvisor to the gold medalist Desjardins Overseas Equity Growth Fund, likes to visualize the future of companies as far as a decade ahead for a long rewarding ride.

The team seeks companies that could double revenue during the next five years. Potentially, companies could experience even greater growth rates and become several times bigger after 10 years.  They prefer a low-turnover approach to bottom-up stock picking., and the goal is to hang on to superior companies for a long, rewarding ride.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
ASML Holding NV ADR791.23 USD0.00Rating
Desjardins Overseas Equity Growth F28.04 CAD-0.12Rating
Ferrari NV230.00 USD0.00Rating
Kering SA761.92 USD0.00
Nidec Corp109.65 USD0.00
NIO Inc ADR40.47 USD0.00
Tesla Inc1,018.43 USD0.00Rating
Umicore SA56.86 USD0.00

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Jade Hemeon

Jade Hemeon  

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