Revisiting ‘trade of the decade…
In his book on Oliver Cromwell over 100 years ago, the historian John Morley suggested, ‘Only time tells all.’ Time and history assist perspective. This is certainly the case when […]
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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Capitalising on infrastructure’s r…
When considering sector strategy, seeking long-term tailwinds which prevail over short-term uncertainties is important. Outperformance of a benchmark over time is not typically determined by the choice of one stock […]
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Seeking resilience in a volatile world
I recently accepted an invitation from the President of the Ward of Cheap Club to address its Community Business Breakfast, which was kindly hosted by Commerzbank – the Ward being […]
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Embracing Einstein’s eighth wonder
In pursuing their individual remits, I am sometimes asked why our portfolios remain invested across the various asset classes – particularly when cautious of markets, and the portfolios are underweight […]
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Emerging outperformance
The case for emerging markets is growing stronger. After more than a decade of poor performance, last year the combination of sound fundamentals including good economic management and growth, a […]
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Portfolio positioning and favoured theme…
As usual at this time of year, there is no shortage of forecasts as to expected returns from markets and stocks. The portfolios tend to plough their own furrow relative […]
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If you would like further information on how to invest with Baron & Grant, please get in touch