T. Bailey Asset Management Ltd

Description

When you invest with T. Bailey you are choosing an approach to asset management that is different by design. Our founding family have 150 years’ business experience and originally established T. Bailey to manage their own investments. This proved a great success and for more than 20 years, other investors have been able to invest their money with T. Bailey alongside that of the family, and of our team of investment experts. The benefit for you is knowing that at T. Bailey we never lose sight of our key objective: achieving the best possible risk-adjusted returns for our investors. We are privately owned, proudly independent and focused, without compromise, on preserving and growing our investors’ wealth.

Approach

T. Bailey are thematic investors. We believe that industries and companies which demonstrate good governance, take into account environmental concerns and the societal good, are those which will be the long-term winners in the global economy. We manage four funds - three are fund of fund products, where assets are invested with other fund managers and T. Bailey are ‘indirect investors’, and the UK Responsibly Invested Equity Fund which invests directly into UK equities where T. Bailey are ‘direct investors’. The T. Bailey UK Responsibly Invested Equity Fund has an investment process which explicitly considers Environmental, Social and Governance (ESG) factors. We actively screen holdings on a variety of ESG criteria before investing, excluding companies which fail to meet our strict sustainability criteria, and then monitor and engage once invested. For our fund of fund products, the managers of the underlying funds decide whether to invest in an individual company. We carry out due diligence on the manager and their investment approach before investing and, once invested, hold those managers to account by monitoring them on an ongoing basis. Our thematic focus helps us to avoid the conventional asset management industry approach which uses a geography-based allocation driven by expected gross domestic product (GDP) growth as well as other national statistics. Our origins as a family office mean that we have never been forced by external shareholders to focus upon asset-gathering, leaving us free to invest with a forward-looking mindset.