Baxter Fensham Limited Financial Planners - Financial Planners, Wealth Managers, Tax Planners

We are pleased to see that at least the braodsheets are beginning to get the message we have been pushing for the past 6 years.  To read the article we found in the Telegraph, please click here.

How did Baxter Fensham’s Passive Investment Strategy Perform in 2009 in Comparison with Active Wealth Management Strategies?  2009 will go down in investment history as one of the years when the market fooled many of the active wealth management community. The year started as 2008 finished with the FTSE 100 index falling a further 14% [...]

The US fund management company Vanguard has come to the UK, and this is a notable arrival. You will be aware of our ‘passive’ positioning for our core investment portfolios and this has been a successful strategy for us all for a number of years now.

Why Passive beats Active Fund Management

Reading the press, as we try and do on a regular basis, I came across a small article about a previous “Star Active Fund Manager” that has completed a massive U turn and explained his reasons. Alan Miller, who as a founder of New Star, was one of the most famous “Star” managers of his [...]