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 […]
About Us
We are a discretionary investment management business that specialises in managing investment trust focused portfolios that are complemented by a carefully selected range of exchange-traded funds.
What sets us apart is our specialism in investment trust focused portfolios. This is almost unique in the outsourced discretionary fund management (DFM) marketplace. To our knowledge, we are the only DFM in the country with a core investment proposition built around investment trusts.
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 that investment trusts tend to outperform both unit trusts and the markets if properly harnessed, they can make a powerful contribution to helping investors attain their financial goals
The link below illustrates 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 a generational opportunity to invest in an investment trust focused solution
Genuinely Differentiated
Our range of portfolios offers a core or satellite solution for your clients, depending on their investment objectives and needs
Our team’s 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
Read More
Read More
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, […]
Read More
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, […]
Read More
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 […]
Read More
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 […]
Read More
Baron & Grant on Asset TV – ‘A …
It was great for Chris to contribute to Asset TV’s latest Investment Trust Edge episode – ‘A Changing Investor Landscape’. Click here to watch the video.
Get In Touch
If you would like further information on how to invest with Baron & Grant, please get in touch