PERSONALISED INVESTMENT STRATEGIES

At Bailey Roberts Group (BRG), we always believe that every client is unique and possesses distinct requirements and expectations for their investments. Therefore, we customised all client portfolios individually. We do not provide generic portfolios.

At BRG we aim to maximise our client’s lifestyle by:

• Achieving our client’s individual required return with the least amount of risks;
• Preserving Capital;
• Generating cash-flows above inflation;
• Seeking capital growth over the long-term without taking excessive risks.

As a privately-owned financial firm, BRG is not restricted to a narrow list of investments. Our investment philosophy is based on the premise that sustainable investment returns are generated by investing in quality businesses that are purchased at sensible price.

There are two key aspects to our selection processes:

• to identify businesses that are easy to understand, that have ethical and talented managers and are highly likely to generate superior returns over time, typically due to a competitive advantage or favourable business model; and
• only purchase shares in that business when the price on offer is below what we are prepared to pay, for example the share are undervalued.

We fundamentally believe there is a difference between price and value. Price is what is paid and value is what is received. While over the long-term price and value tend to converge, in the short-term, price can diverge significantly from value and this presents investors like us with buying opportunities.

We understand that every client is different and as such we offer unique solutions to match your specific requirements.

To talk more about your desired return, your acceptable level of risk and how your investment portfolio can be customised individually, please contact us!