Baggot Q2 Review & Outlook Report

July 2021

A review by David Flynn, Chief Investment Strategist

Download Your Free Copy Here

 

 

Baggot Stock Investing Course

September 2021

A comprehensive Stock Investing Course – Basic to Advanced
3 One-hour Zoom webinars
Cost €195

Click Here to Find Out More

 

WHY Choose baggot investment partners?

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.


Baggot Investment Products.

At Baggot we have developed a collection of Investment Products to cover most investment requirements.

  • Baggot Multi Strategy Absolute Return Portfolio
    Baggot Multi Strategy Absolute Return Portfolio

    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..

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    Baggot Multi Asset Portfolio

    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.

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    Baggot Multi Equity Portfolio

    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.

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    Baggot Financial Planning

    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.

Experience counts

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

IMPROVE YOUR FINANCIAL FUTURE

  • Do you have funds to invest?
  • Are already invested and interested in a review?
  • Are you looking for a Pension or Life Insurance?
  • Would you like to plan your financial future?

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Market Hot Plays

The market is a discounting mechanism, it looks forward, always focused on some idea, sometimes several factors, that will determine the future of asset prices. Currently, that focus is on inflation. Since we started to re-open following the covid shut down, there has been a……

Value outperformed Growth by 110% during the Tech Wreck!

Over the last few months Value, as it is generally defined, has begun to outperform Growth, as it is generally defined. Now don’t get me started on all the ways terms like Value and Growth get mis-represented by the market. That is not my purpose……

Has the Tech stock bubble burst?

The main US indices, the S&P 500 and the Dow, are up 6.5% year to date. The Nasdaq is flat. We are used to many years of tech stock performance, all the way back to 2009 in fact, so why are we lagging so badly……

Check out more articles from our Blog for the latest insights and trends.Read More

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