Infrastructure blues
Previous columns have commented on the extent to which higher interest and discount rates have adversely affected sentiment across a range of alternative asset classes, including the infrastructure sector. The […]
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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Land of the rising market
Readers will be aware that Japan is one of our favoured markets. The market performed well last year but scepticism remains as to whether this is yet another false dawn […]
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Good things…
Last year was another challenging year for the investment trust investor. It remains the case discounts on average remain at their widest since the financial crash of 2008/09 – at […]
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When is a cost not a cost?
We know from their track record that investment trusts (also known as investment companies) are a superb investment vehicle for private and institutional investors alike. Yet the sector is uniquely […]
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Money Makers Podcast – Tom Poynton…
In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Andrew McHattie, editor of the Investment Trust Newsletter, and Tom […]
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Renewable energy opportunities
Renewable energy and environmental investment trusts have been hit by a perfect storm. Higher inflation, interest and discount rates have impacted market sentiment generally, but particularly so renewable energy. Sector […]
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If you would like further information on how to invest with Baron & Grant, please get in touch