A review by David Flynn, Chief Investment Strategist
At BAGGOT we understand the market. We are investment experts that source innovative and tax efficient investment and pension products, and provide you with tailored investment solutions, driven by in-depth market knowledge.
We work very closely with businesses to meet the challenges facing companies and with individuals to find the best solution to meet their financial needs. Contact Us to arrange a meeting.
Whatever your financial needs are, we can help.
At Baggot we have developed a collection of Investment Products to cover most investment requirements.
A Global Absolute Return strategy which aims to provide positive annualised investment returns in all market conditions on a medium to long term basis. The BMS-ARP strategy utilises ten individual strategies, which are employed to varying levels dependent on market conditions. Download our Key Features Document for detailed information..
A Diversified strategy which aims to provide positive annualised investment returns on a medium to long term basis, while managing the portfolio within its risk parameters. This investment strategy can invest in a range of asset classes. This is a medium risk strategy with the objective of having a moderate investment allocation to higher risk assets such as Equities, Property, and Commodities.
An Equity Portfolio product bringing together a basket of high ranking equally weighted stocks. The portfolio is invested based on value investing strategies aimed at delivering positive annualised investment returns. This strategy is ranked at 6 on the ESMA risk scale and has a portfolio volatility of 15-20%. This portfolio is suitable for clients with varying amounts of funds to invest and a time horizon of two to five years.
The best time to start a Financial Plan is right now. A Financial Plan is essential to the success of your financial future and helps ensure you achieve your financial goals. We extrapolate your current financial situation adding life events, inflation, investment returns and optimise the simulation to deliver your financial goals. This personalised financial road map will help you succeed financially.
Peter Brown one of the founder members of BAGGOT with over 35 years experience, is the head lecturer on Investments in IIFT and is a highly sought-after media commentator and is a regular guest on Newstalk Radio and contributor to TV on RTE frontline, RTE Primetime, TV3 and RTE News.
David Flynn is Chief Investment Strategist at BAGGOT. David began his career as a Pit Trader at the Chicago Board of Trade, later working as Senior Trader at Fortis Bank, Senior Portfolio Manager at global hedge Fund Brevan Howard and Merrion Capital.
Peter Brown, APA
Tony Fitzpatrick, FCCA, MCSI, QFA
David Flynn APA
It was a very mixed quarter overall for global markets. Returns were generally lacklustre across developed equity markets. US & Japanese equity markets had decent returns but for investors without a currency hedge, much of those returns evaporated via Euro strength vs both the Dollar……
BMA posted a gain of 8.97%, including all charges, in the Q2 2020. Currently as of today (Tuesday July 14), including all charges, BMA is down – 2.87% year to date (YTD). In comparing BMA to peers, the largest risk profile 4 investment product in……
BMS posted a gain of 3.4%, including all charges, in Q2 2020 (based on an account size of roughly €500K, transaction costs can vary somewhat depending on the size of the account). We’ve seen a decent start to the third quarter; currently as of today……
