About us
Nothing revolutionary, just everything as it should be.
An investment house should value your money as carefully as if it were its own. It should benefit when you gain and it should suffer losses if you do. Each investment opportunity should be viewed independently, equally and objectively, unaffected by any affiliations or group holdings. Your investment must be free to go to the best performing manager and have access to the best advice and strategies in the industry. It should be comforting to know there's a history of proven success, organic growth and clients gained through simple, honest, word-of-mouth reputation.
T. Bailey is part of a thriving family business that has invested for itself for a century and a half. Such was its success at this that others sought out its expertise and thus an investment house began. In essence, little has changed; we continue to back our investment choices by investing our own money alongside our clients.
We remain truly independent, judging funds and fund managers based on their stated objectives and their ability to meet those objectives. When necessary we make asset allocation and fund switches to capture the greatest returns available. There are no hidden agendas or conflicts of interest between ourselves and our clients because our interests are the same as those of our clients – to make the most of our investments. Welcome to how things should be done.
Clear thinking put into practice
T. Bailey invites private clients to join it in investing in its range of authorised unit trusts. We do not manage any individual funds ourselves, just funds-of-funds; this, along with our private ownership, allows us to operate a truly independent multi-manager proposition. Many investment houses offer a fund-of-funds option but logic tells us that when they also manage individual funds, objectivity and loyalty can clash. Being independent we are also free to supplement our in-house expertise with the best the industry has to offer, seeking advice and research from outside sources as and when required.
Diversification of information is just as important as diversification of investments. All of which has led to the not inconsiderable sum of £217.3 million (as at the first valuation point in September 2007) being managed by us. This critical mass ensures access to the better markets, the better individual funds and the better managers. With Growth, Equity Income, Cautious Managed and UK Best Ideas products available for investment, we are able to offer a choice of strategies for the investor.
Summarising the T. Bailey strengths