The Great Rotation
We live in interesting times. The introduction of tariffs by the US Administration poses a key question as to how portfolios should be positioned at a time of heightened economic […]
Our Services
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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Time for Europe
Until recently, sentiment towards the continent’s equity markets had long been poor for various economic and political reasons and not been helped by Russia’s invasion of Ukraine. Yet, while not […]
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Smaller companies are due their time in …
Last year smaller companies once again underperformed the market in part because the US tech mega-companies cast a long shadow. The ‘Magnificent seven’ swept all before them and there was […]
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The case for capital preservation trusts
Previous columns have highlighted in some detail why markets will continue to climb the wall of worry and yet also the importance of increasing diversification as an investor’s risk-adjusted investment […]
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The Investment Trusts Handbook 2025 R…
Image source: Harriman House The following chapter by John Baron in the recently published ‘Investment Trust Handbook 2025’ explains why he believes markets will continue to climb the wall of […]
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Autumn Budget 2024
Image: Chris’ own “Budget briefcase” that was used in The Crown TV series! Rachel Reeves’ first Budget as Chancellor has had the rumour mill in overdrive as she strives to […]
Get in touch
If you would like further information on how to invest with Baron & Grant, please get in touch