Articles

07 Mar

Posted at 18:50h in Articles, Blog, Media, Publications by

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text]To make sense when trying to analysis the current market, the most important point I can make is that the markets are a discounting mechanism, they discount what they know and look forward. Therefore, while we see tragic...

07 Mar

Posted at 18:46h in Articles, Blog, Media by

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text]The Baggot Equity Portfolio has had a good start to the year. As of today, (March 2) it  has  gained  14%  YTD.  The  Nasdaq  100  which  is  chock  full  of  growth  stocks  that trade at gaudy valuations, is...

16 Jan

Posted at 19:32h in Articles, Blog by

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text]BMS gained 3.2% in Q4 (based on an account size of roughly €500K, transaction costs can vary somewhat depending on the size of the account). BMS outperformed the benchmark by 1.25% in Q4. BMS gained 7.8% in 2021,...

16 Jan

Posted at 19:24h in Articles, Blog by

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] Introduction BMA posted a gain of 2.51%, including all charges, in the Q4 2021. It ended the year with a 12.60% total return in 2021. It should be noted that return numbers can vary slightly depending on the size...

02 Nov

Posted at 16:04h in Articles, Blog by

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...