Contact PersonKevin Payne
DescriptionWhen 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.ApproachSustainability is embedded within our investment process. It is not viewed as a separate product. Consequently, we do not have a separate ESG team, rather we prefer to include ESG as part of each analyst and fund manager’s skill set. When reviewing funds for inclusion in our portfolios, it is essential that the managers of an incoming fund are conscious of ESG criteria. Underlying our investment philosophy is a desire to avoid investing in mining companies, tobacco stocks, banks, energy companies (we may invest in renewables) and funds that invest in highly leveraged companies. Our clear preference is for funds that are exposed to repeatable growth, free cashflow and are exposed to long-term themes that do not benefit from a negative impact on the planet, its environment or its people. We believe that adherence to key themes and their association to responsible investing will deliver better investment performance over time than not doing so. TBAM has long eschewed the asset management industry’s template of investing by asset class, geography, credit quality and index orientation. We firmly believe the latter approach benefits the asset management company at the expense of the investor and TBAM believes that the investor should come first.