CEOInterviews.AI
Start App
Try: AI strategy tariffs earnings guidance layoffs interest rates growth

Lawrence Burns

Deputy Manager, Scottish Mortgage Investment Trust; Partner, Baillie Gifford, Scottish Mortgage Investment Trust

Verified interview transcripts, podcast appearances, and direct quotes from Lawrence Burns, Deputy Manager, Scottish Mortgage Investment Trust; Partner, Baillie Gifford at Scottish Mortgage Investment Trust. AI-verified speaker identity with full-text searchable transcripts.

Recent appearances

  • Scottish Mortgage: The Dragon’s in the Detail

    October 06, 2026 · 📺 The Association of Investment Companies (AIC)

    Linda Lin, Head of Baillie Gifford’s China Equities Team, joins Scottish Mortgage managers Tom Slater and Lawrence Burns to uncover the companies driving China’s next wave of growth. Capital at risk. Recorded September 2026. #investmentcompanies #investmenttrusts #investing The Association of Investment Companies (AIC) represents investment companies, investment trusts and Venture Capital Trusts. We help our member companies deliver better returns for their investors. We provide investment company guides, information, performance data and news to people interested in finding out more about i…

    Watch on YouTube ↗

  • Co-Existence with Professor Ethan Mollick | Change Drives Growth Digital Conference 2026

    October 01, 2026 · 📺 Scottish Mortgage

    AI is beginning to reason, act and work alongside us. Wharton Professor and bestselling AI author Ethan Mollick joins Scottish Mortgage manager Lawrence Burns to explore his new book and what the next phase of AI means for business, long-term value and everyday life. Find out more on our website: https://www.scottishmortgage.com/en/u...

    Watch on YouTube ↗

  • Scottish Mortgage Manager Insights 2026: Lawrence Burns

    July 07, 2026 · 📺 Scottish Mortgage

    Lawrence Burns reflects on the past 12 months and what the agentic era of AI could mean for growth investors. Capital at risk. Read the corresponding manager review here: https://www.scottishmortgage.com/en/u...

    Watch on YouTube ↗

  • Inside Active: Baillie Giffords Coutts Burns Look Beyond US

    June 11, 2026 · 📺 David Cohne | Inside Active

    Europe and Japan’s earnings outlooks have improved, with double-digit growth expectations, though upgrades are concentrated in technology and energy, while inflation pressures could weigh on valuations. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence, and co-host Laurent Douillet, senior equity strategist at BI, speak with Tom Coutts and Lawrence Burns, portfolio managers at Baillie Gifford, and subadvisers on the Vanguard International Growth Fund (VWIGX). They discuss why investors should still look beyond the US for lon…

    Watch on YouTube ↗

  • Investor Webinar: Your Questions Answered | March 2026

    March 13, 2026 · 📺 Scottish Mortgage

    Tom Slater and Lawrence Burns discussed what accelerating AI progress means for software, where value accrues and how Scottish Mortgage is positioned. They covered private holdings, led by SpaceX, and why a more constructive IPO backdrop could change the Trust’s private exposure. Shareholder questions ranged from China and TSMC to competition in Meituan and MercadoLibre, autonomy and portfolio construction. As with any investment, your capital is at risk.

    Watch on YouTube ↗

  • Scottish Mortgage’s AI positions, new holdings, and two advantages over tracker funds

    March 11, 2026 · 📺 interactive investor

    In the second part of our Insider Interview with Scottish Mortgage, deputy fund manager Lawrence Burns tells Kyle Caldwell how the investment trust has three levels of exposure to artificial intelligence (AI), and provides lots of examples of companies held in the portfolio. Burns also outlines his views on growing concerns that the world's biggest businesses are overspending on AI development. Other topics discussed include performance, with Burns addressing both the underperformance of the past five years and much more favourable three-year returns. He also shares his latest view on Nvidia…

    Watch on YouTube ↗

  • Scottish Mortgage on SpaceX and how it decides whether to run a winner or take profits

    March 10, 2026 · 📺 interactive investor

    In our latest Insider Interview, Kyle Caldwell sits down with Scottish Mortgage’s deputy fund manager Lawrence Burns. In part one of our interview, topics discussed include SpaceX. Burns explains how he approaches position sizing when a holding becomes a larger part of the portfolio (with SpaceX accounting for 15.1% at the end of January). Burns also explains how both the public and private companies are valued, whether the 30% limit on unlisted firms is proving restrictive, and outlines how Scottish Mortgage hunts for the “next generation of era-defining companies”. A selection of questions…

    Watch on YouTube ↗

  • Scottish Mortgage Manager Insights: Lawrence Burns

    July 10, 2025 · 📺 Scottish Mortgage

    From the importance of unconventional methods to the ability to adapt in challenging environments, Lawrence Burns outlines common characteristics of a true outlier company. Capital at risk.

    Watch on YouTube ↗

  • Scottish Mortgage: why we've underperformed, and the next $1 trillion stocks

    December 03, 2024 · 📺 interactive investor

    Lawrence Burns, the deputy manager of Scottish Mortgage, sits down with ii's Sam Benstead to discuss how he manages his portfolio. He speaks about the fund's recent underperformance versus its benchmark, but says that the investment process hasn't changed. Burns also reveals the companies and themes he's most excited about in the portfolio, including the unlisted shares he thinks could grow to be some of the biggest businesses on the planet. Scottish Mortgage is one of ii's Super 60 list of fund ideas. Please like and subscribe to our YouTube channel. Follow us: Twitter:   / ii_couk   Fa…

    Watch on YouTube ↗

  • Scottish Mortgage Digital Conference | Wise | Lawrence Burns and Kristo Käärmann

    October 04, 2024 · 📺 Scottish Mortgage

    Capital at risk. We hosted our inaugural digital conference on 30 September 2024. You can now enjoy this event on demand: https://www.scottishmortgage.com/en/u... In this session: Digital payments platform ‪@Wise‬ saves millions of users billions of pounds annually. Kristo Käärmann, founder and CEO, explains the company’s vast growth opportunity from here. Never miss an update, sign up for our emails: https://bit.ly/3TX6lxV

    Watch on YouTube ↗

  • Scottish Mortgage Manager insights: Lawrence Burns

    July 10, 2024 · 📺 Scottish Mortgage

    Lawrence Burns on how various companies within the portfolio are harnessing the power and potential of artificial intelligence. Capital at risk.

    Watch on YouTube ↗

  • Scottish Mortgage | Manager Insights | Investing in Private Companies

    June 30, 2023 · 📺 Scottish Mortgage

    Scottish Mortgage’s deputy manager Lawrence Burns shares insights from the recent AGM. In this film, he explains the four biggest reasons the Trust invests in unlisted firms. Discover more insights here: https://www.scottishmortgage.com/en/u...

    Watch on YouTube ↗

Other executives at Scottish Mortgage Investment Trust

  • Tom Slater, Manager, Scottish Mortgage Investment Trust; Partner, Baillie Gifford

The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →