Healthy prospects
The healthcare sector has long been one of our favoured themes, and it has rewarded over time courtesy of various long-term tailwinds. However, the sector sometimes drifts into the orbit […]
About Us
We are specialists in managing investment trust focused portfolios which are complemented by a carefully selected range of exchange-traded funds (ETFs). We provide financial planning, advice and discretionary investment management services to individuals (including ISAs, JISAs, GIAs, Onshore & Offshore Bonds), companies, pension schemes (including SIPP & SSAS), Trusts and Charities. We offer leading expertise and pride ourselves on providing clients with exceptional levels of personal service
While investment trusts have delivered excellent long-term returns for their shareholders for over 150 years, they are still often referred to as “The City’s best-kept secret”
Given investment trusts tend to outperform both unit trusts and the markets, if properly harnessed they can make a powerful contribution in helping investors attain their financial goals
The link below provides an illustration of their potential
Research has consistently found that the average investment trust has outperformed open-ended funds including unit trusts over the long-term
We believe there is currently a generational opportunity to consider investing in an investment trust focused solution
Genuinely Differentiated
We seek to harness the potential
of investment trusts for our clients
Our philosophy is that investment is best kept simple to succeed
Complexity adds cost, risks confusion, and usually hinders investment performance. This approach is complemented by a thorough research process when constructing client portfolios
Latest news
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Could gold become the new global reserve…
Gold and silver, together with precious metals and mining stocks in general, have put in a strong performance and the temptation for some may be to take profits – if […]
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Securing value
Sometimes it is difficult to see the wood for the trees. Investment is no different. Periods come and go when a theme sweeps all before it and resistance is futile, […]
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Positioned for higher inflation
My column last month, ‘Preparing for inflation 2.0’ (16 July 2025), revisited the reasons for remaining of the view that consensus forecasts are underestimating the level of inflation going forward, […]
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Preparing for inflation 2.0
My column ‘Preparing for inflation’ (13 March 2021) outlined why future asset allocation needed to reflect a changing investment landscape. Portfolio construction up to that point, indeed since first penning […]
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Looking to the potential of special situ…
A theme running through these monthly columns is to seek situations where there has been a disconnect between sentiment and fundamentals – and, in all humility, suggest opportunities when the […]
Get In Touch
If you would like further information on how to invest with Baron & Grant, please get in touch