The Quality-Growth Investor Conference 2025 in New York featured a compelling discussion between James Anderson, Managing Partner and CIO of the Lingotto Innovation Strategy, and Fabio Cecutto, Head of Listed Equity Manager Research at WTW. Their conversation explored long-term investing, market misperceptions, opportunities in autonomous vehicles and artificial intelligence, and the future of dominant companies.
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The State of Long-Term Investing
Fabio begins the discussion jokingly by asking James Anderson if he has retired. James responds by referencing the founder of Baillie Gifford, who remained active in investing until the age of 90, though he was not as sharp toward the...
