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 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
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Capitalising on infrastructure’s renai…
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 […]
Get In Touch
If you would like further information on how to invest with Baron & Grant, please get in touch