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Investment Philosophy
BAM adopts a conservative approach to investment and its philosophy can be
summed up as follows:
Client
Individuality
Clients are
all individuals with different investment objectives. This will result in
different income requirements, tolerance of risk and time horizons. We place
great emphasis on building and maintaining strong relationships with clients and
their professional advisors and to achieving their personal investment aims. We
monitor and report regularly to ensure that any changes in objectives are
recognised and met.
BAM follows a disciplined approach to the
investment process to ensure that portfolios best meet the priorities of the
individual client.
Global
Perspective
All
investment takes place in a global economic environment. Whilst we never lose
sight of a client's individual financial requirements and risk tolerance, we
believe a global perspective is crucial to maximise investment opportunities.
The correct assessment of the relative merits of world stock markets and
currencies will often have a greater impact on portfolio performance than sector
weightings or individual stocks.
Independence
BAM is
genuinely independent. We are not stockbrokers. We have no in-house products or
unit trusts. We believe that this ensures the best possible advice for clients
without any potential conflict of interest. In addition BAM has access to the
investment research of leading international stockbrokers and other market
commentators.
Collectives
We are firm
believers in the use of Investment Trusts, OEICs, Unit Trusts, Offshore Funds
and other pooled investment vehicles. When combined with an efficient asset
allocation process, Collectives enable private investors to harness specialist
expertise and achieve a good spread of risk in a cost effective way. Our
longstanding connections with leading fund managers around the world enable us
to identify the likely winners in any particular field. | 
