{"id":2328,"date":"2025-09-17T05:21:27","date_gmt":"2025-09-17T05:21:27","guid":{"rendered":"https:\/\/www.karongrilli.fi\/?p=2328"},"modified":"2025-09-17T05:21:29","modified_gmt":"2025-09-17T05:21:29","slug":"kasvun-resepti-baillie-giffordin-peter-singlehurst","status":"publish","type":"post","link":"http:\/\/www.karongrilli.fi\/?p=2328","title":{"rendered":"Kasvun resepti, Baillie Giffordin Peter Singlehurst?"},"content":{"rendered":"\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Uncovering growth opportunities others miss, Baillie Gifford&#039;s Peter Singlehurst\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/M8mIODejSwI?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>\u201dYksi sitkeimmist\u00e4 markkinoiden tehottomuuksista sek\u00e4 julkisilla ett\u00e4 yksityisill\u00e4 markkinoilla on se, miten j\u00e4rjestelm\u00e4llisesti tulevia kasvumahdollisuuksia aliarvioidaan\u201d, kasvusijoittamiseen erikoistuneen Baillie Giffordin partneri <strong>Peter Singlehurst<\/strong> sanoo Karon Grilliss\u00e4.<\/p>\n\n\n\n<p>H\u00e4n nostaa esimerkiksi <strong>Elon Muskin<\/strong> perustaman <em>SpaceX:n<\/em>, jota Baillie Gifford on omistanut vuodesta 2019.<\/p>\n\n\n\n<p>\u201dKun sijoitimme siihen ensimm\u00e4ist\u00e4 kertaa, heill\u00e4 oli vahva laukaisuliiketoiminta\u201d, Singlehurst sanoo. \u201dYrityksen arvostus perustui k\u00e4yt\u00e4nn\u00f6ss\u00e4 sen laukaisuliiketoimintaan. He eiv\u00e4t siin\u00e4 vaiheessa olleet viel\u00e4 aloittaneet Starlink-ohjelmaa, mutta olivat ilmaisseet aikomuksensa.\u201d<\/p>\n\n\n\n<p>\u201dJotta sijoituksemme olisi hyv\u00e4, millaiseksi se sittemmin on osoittautunut, Starlink-mahdollisuuden oli toteuduttava. Meist\u00e4 Starlinkin mahdollisuus oli v\u00e4\u00e4rin hinnoiteltu yhti\u00f6n arvossa. Maksoimme k\u00e4yt\u00e4nn\u00f6ss\u00e4 laukaisuliiketoiminnasta. Saimme laukaisubisneksen ja Starlinkin\u201d, Singlehurst kertoo.<\/p>\n\n\n\n<p>Baillie Giffordin listaamattomien yhti\u00f6iden tiimi\u00e4 vet\u00e4v\u00e4 Peter Singlehurst kertoo, mill\u00e4 kriteereill\u00e4 Baillie Gifford pyrkii l\u00f6yt\u00e4m\u00e4\u00e4n kasvunmahdollisuudet, joita ei ole viel\u00e4 hinnoiteltu. Grillaus on tehty englanniksi, mutta haastattelu on tekstitetty suomeksi.<\/p>\n\n\n\n<p>Yksi Baillie Giffordin suurista listaamattomista sijoituksista on kiinalainen <em>ByteDance<\/em>, joka tunnetaan Tiktokin emoyhti\u00f6n\u00e4. Monet, erityisesti yhdysvaltalaiset, ovat kritisoineet Tiktokia kovasanaisesti. Jotkut sijoittajat taas ovat kategorisesti kielt\u00e4ytyneet sijoittamasta kiinalaisiin yhti\u00f6ihin.<\/p>\n\n\n\n<p>\u201dAjattelen sijoittamisessa aina, ett\u00e4 jos on uskomuksia, jotka eiv\u00e4t ole kiistanalaisia ja jotka kaikki jakavat, juuri sellaisia uskomuksia pit\u00e4isi kyseenalaistaa\u201d, Peter Singlehurst sanoo.<\/p>\n\n\n\n<p>\u201dT\u00e4ll\u00e4 hetkell\u00e4 ehk\u00e4 yksi v\u00e4hiten kiistanalaisista v\u00e4itteist\u00e4 on sanoa, ett\u00e4 emme sijoita Kiinaan. Jos kaikki huoneessa sanovat samaa, pit\u00e4isi kysy\u00e4 miksi ja haastaa sit\u00e4. Juuri siell\u00e4 voi olla todellisia mahdollisuuksia uida vastavirtaan.\u201d<\/p>\n\n\n\n<p>\u201dSuurin huoleni ja riskini on itse asiassa se, ett\u00e4 olemme sijoittaneet liian v\u00e4h\u00e4n Kiinaan, ett\u00e4 emme ole tehneet tarpeeksi sijoituksia huippuyrityksiin, joita Kiinassa on.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u201dYksi sitkeimmist\u00e4 markkinoiden tehottomuuksista sek\u00e4 julkisilla ett\u00e4 yksityisill\u00e4 markkinoilla on se, miten j\u00e4rjestelm\u00e4llisesti tulevia kasvumahdollisuuksia aliarvioidaan\u201d, kasvusijoittamiseen erikoistuneen Baillie Giffordin partneri Peter Singlehurst sanoo Karon Grilliss\u00e4. H\u00e4n nostaa esimerkiksi Elon Muskin perustaman SpaceX:n, jota Baillie Gifford on omistanut vuodesta 2019. \u201dKun sijoitimme siihen ensimm\u00e4ist\u00e4 kertaa, heill\u00e4 oli vahva laukaisuliiketoiminta\u201d, Singlehurst sanoo. \u201dYrityksen arvostus perustui k\u00e4yt\u00e4nn\u00f6ss\u00e4 [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":2329,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[36],"tags":[151,155,153],"class_list":["post-2328","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-grillit","tag-baillie-gifford","tag-spacex","tag-tiktok"],"uagb_featured_image_src":{"full":["http:\/\/www.karongrilli.fi\/wp-content\/uploads\/2025\/09\/250917-Peter-Singlehurst-still.jpg",1920,1080,false],"thumbnail":["http:\/\/www.karongrilli.fi\/wp-content\/uploads\/2025\/09\/250917-Peter-Singlehurst-still-150x150.jpg",150,150,true],"medium":["http:\/\/www.karongrilli.fi\/wp-content\/uploads\/2025\/09\/250917-Peter-Singlehurst-still-300x169.jpg",300,169,true],"medium_large":["http:\/\/www.karongrilli.fi\/wp-content\/uploads\/2025\/09\/250917-Peter-Singlehurst-still-768x432.jpg",768,432,true],"large":["http:\/\/www.karongrilli.fi\/wp-content\/uploads\/2025\/09\/250917-Peter-Singlehurst-still-1024x576.jpg",1024,576,true],"1536x1536":["http:\/\/www.karongrilli.fi\/wp-content\/uploads\/2025\/09\/250917-Peter-Singlehurst-still-1536x864.jpg",1536,864,true],"2048x2048":["http:\/\/www.karongrilli.fi\/wp-content\/uploads\/2025\/09\/250917-Peter-Singlehurst-still.jpg",1920,1080,false],"mailpoet_newsletter_max":["http:\/\/www.karongrilli.fi\/wp-content\/uploads\/2025\/09\/250917-Peter-Singlehurst-still-1320x743.jpg",1320,743,true]},"uagb_author_info":{"display_name":"Karo H\u00e4m\u00e4l\u00e4inen","author_link":"http:\/\/www.karongrilli.fi\/?author=2"},"uagb_comment_info":0,"uagb_excerpt":"\u201dYksi sitkeimmist\u00e4 markkinoiden tehottomuuksista sek\u00e4 julkisilla ett\u00e4 yksityisill\u00e4 markkinoilla on se, miten j\u00e4rjestelm\u00e4llisesti tulevia kasvumahdollisuuksia aliarvioidaan\u201d, kasvusijoittamiseen erikoistuneen Baillie Giffordin partneri Peter Singlehurst sanoo Karon Grilliss\u00e4. H\u00e4n nostaa esimerkiksi Elon Muskin perustaman SpaceX:n, jota Baillie Gifford on omistanut vuodesta 2019. \u201dKun sijoitimme siihen ensimm\u00e4ist\u00e4 kertaa, heill\u00e4 oli vahva laukaisuliiketoiminta\u201d, Singlehurst sanoo. \u201dYrityksen arvostus perustui k\u00e4yt\u00e4nn\u00f6ss\u00e4&hellip;","_links":{"self":[{"href":"http:\/\/www.karongrilli.fi\/index.php?rest_route=\/wp\/v2\/posts\/2328","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.karongrilli.fi\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.karongrilli.fi\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.karongrilli.fi\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"http:\/\/www.karongrilli.fi\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2328"}],"version-history":[{"count":2,"href":"http:\/\/www.karongrilli.fi\/index.php?rest_route=\/wp\/v2\/posts\/2328\/revisions"}],"predecessor-version":[{"id":2331,"href":"http:\/\/www.karongrilli.fi\/index.php?rest_route=\/wp\/v2\/posts\/2328\/revisions\/2331"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/www.karongrilli.fi\/index.php?rest_route=\/wp\/v2\/media\/2329"}],"wp:attachment":[{"href":"http:\/\/www.karongrilli.fi\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2328"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.karongrilli.fi\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2328"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.karongrilli.fi\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2328"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}