In 2019, Baggette Asset Management launched our discretionary management service following approval from the FCA to launch the Mazarin Fund range – Balanced and Cautious. A dedicated and focused team of investment experts are responsible for managing the Funds and there is a thorough asset allocation process which is overseen by the Investment Committee.
- Invest with confidence – Dedicated, experienced team of experts
- Proactive – The Fund structure allows BAM to be nimble, and react to markets appropriately
- Up to date information and insights – Quarterly newsletter and factsheets, along with macro commentary
Our use of tactical asset allocation provides us with an opportunity to generate outperformance against strategic asset allocation models via a consideration of future expected returns, discount rates and an understanding of the investment cycle.
The BAM Investment Committee make use of a decision making framework during all investment deliberations. The ability to critically assess the alpha generated via such means is provided through appropriate performance monitoring and attribution analysis, as well as the use of FE Analytics™ and Morningstar™. Another key aspect is the ongoing monitoring of the news and data required to generate informed investment decisions.