Baron & Grant launched – first to focus on investment trusts

New Discretionary Fund Manager ‘Breaks the Mould’!

Baron & Grant Investment Management Ltd is breaking the mould in the DFM world by focusing on investment trusts when managing clients’ portfolios, which will be complemented with exchange traded funds (ETFs). The new business will also include a financial planning and advice arm led by Mark Johnson, an award-winning Chartered Financial Planner.

Chris Grant, CEO, said:

“We simply don’t buy into the impediments that are often cited by other investment managers for not using investment trusts. Our research confirms we can build portfolios of a sufficient scale and diversity to satisfy our clients.”

John Baron, Chair of the Investment Committee, said:

“We are focusing on investment trusts because of their superior performance relative to both unit trusts and the indices. Clients are already benefiting, and we now look forward to the next phase of the company’s development.”

Notes to editors:

As part of a soft launch, the company now has assets under management of £30m

By way of background, John is one of the UK’s leading experts on investment trusts. He is best known to readers of the FT’s Investors Chronicle Magazine for having successfully managed and reported on two real investment trust portfolios since 2009. He has also just completed the second edition of ‘The Financial Times Guide to Investment Trusts’.

Chris Grant, an award-winning investment analyst, enjoyed a successful 20-year career in the City including spells at BZW, NatWest Markets, Deutsche Bank culminating in his appointment to the role of Head of European Investment Research for ABN AMRO.  Having left the City, Chris took up the voluntary role of Chairman of Derbyshire County Cricket Club.

Tom Poynton is another member of the team.  He was a professional cricketer for Derbyshire. Having retired, Tom has successfully completed his investment Advice Diploma and will initially support Mark Johnson on the financial planning and advice side of the business.

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