Name: A CEO on the Importance of an Optimistic Mindset
Uploaded: 2026-05-22T15:43:00Z
Duration: 3 min 53 s
Description: Tim Campbell, CEO of the investment management firm Baillie Gifford, discusses how he decides to invest or sell with Barron’s Andy Serwer.

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Tim Campbell, CEO of the investment management firm Baillie Gifford, discusses how he decides to invest or sell with Barron’s Andy Serwer.

https://m.wsj.net/video/20260528/6851a058-50da-4887-b28b-04a46d61c8cd/1/hls/manifest-hd-wifi.m3u8

A CEO on the Importance of an Optimistic Mindset

So it looks so easy, Tim. I mean, you look back and it's like, well, of course Amazon was a success, and of course NVIDIA's a success, but as you've alluded to, it's not so easy at the time. So everyone wants to know how do you identify them at the time before they go parabolic, if you will.

Yeah, and you're right. It's not easy, but there are some very conscious decisions that we make in how we approach the investment task that I think give us a better chance than most of doing that. And I think there's a couple of things. First of all, you need to accept the inevitable uncertainty of investing in these things. Second, I think you have to approach it with the mindset of what could go right here rather than all the myriad of things that might go wrong. You know, we have this horrible phrase in the investment industry of cautious optimism. You know, everybody's cautiously optimistic. Well, try being wildly optimistic because when you look at those businesses that have done terrifically well, it is those that go on to achieve extraordinary things. And actually, you look at our research on NVIDIA or Amazon or Tesla, the biggest mistake we tended to make was not being optimistic enough about what they were going to achieve. So you have to have that mindset.

But surely you've had some failures, right?

Absolutely.

Bet the barn on something and it just didn't work.

Yeah. I mean, look, there's no way you can get through this industry without making a lot of mistakes. And that's part and parcel of it. But the wonderful thing about investing in equities is that asymmetry of returns. You know, when something can go up a thousand fold and all you can lose is all of your money, which I know in a stock, I know that sounds peculiar, but you see the point that I'm making is that you have to give yourself the best possible chance of having those stocks that really can go parabolic.

And another interesting facet of this, I think, is when to sell. At some point, these things run outta steam. How do you make that decision?

Yeah. And look, I think that is, that's absolutely critical. And I think that is one of the hardest things to do for a very long-term growth investor, because there's always that excuse, right? You know, I'm not wrong. I'm just not right yet. But you have to accept that sometimes you just need to move on. And one of the things we found most useful, that is going back to the original investment case. Be honest with yourself. This is why we invested in this company. If it started to veer off that path, hold yourself to account and make absolutely sure you learn from those mistakes.

Sometimes veering is good though. I mean, it's not so easy. Like for instance, changing how you distribute movies for Netflix. One of those cases where everyone thought they're going down the drain, Netflix, of course, and they didn't.

Yeah, no, you're absolutely right. I think this is where we've been very lucky that we have extraordinary access to the management teams of these companies that are driving progression.

How do you get that? Is that by dent of your history?

It really is, and I think it's hard one as well. It is the reputation that you build up over decades and decades of taking your job seriously, of supporting companies through the inevitable ups and downs of when people are trying to do something, which is very difficult. Progress is never linear. The fact that we've gained a reputation for being those shareholders who will support you through the inevitable ups and downs, so long as we understand what you're trying to achieve and how you're trying to achieve it. That's why management teams want us on their shareholder register.