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Scottish manager expects upheaval in food production and looks for disruptive companies

Disruption is the name of the game at Baillie Gifford, which has its eye on firms with a sustainable business model that allows them to scale their operations. This includes firms within the automobile, healthcare, cryptocurrency and food production industries.

Stuart Dunbar, partner at Scottish asset manager Baillie Gifford. | Photo: Baillie Gifford PR.

Disruptive companies are particularly attractive investment targets in today's market environment, finds Stuart Dunbar, partner and director for financial institutions at Scottish asset manager Baillie Gifford.

"We are interested in change, and where we see change coming, so we look to invest in companies that are disrupting industries and have sustainable business models that allow them to scale. One example is Carvana, the US based auto retailer we have recently invested in," Dunbar says to AMWatch.

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