Bark Capital Partners researches and analyzes global equity investments on behalf of our private clients. We combine this process with portfolio building to develop bespoke portfolios catered to our clients’ risk to return objectives. We use a quantitative and fundamental method and use this for the selection of individual stocks.
Our institutional approach to equity investing provides our clients with a wide range of investment opportunities. We also provide global equity strategies to certain clients which can be used towards growth, income, or a combination of both.
Mutual Fund Portfolios
Bark Capital Partners selects mutual funds from a wealth of load or no-load funds through a meticulous evaluation procedure. Mutual fund portfolios are customised to adhere to each and every client’s objectives, either as part of an overall strategy which consists of other types of investments or for an entire investment account. Bark Capital Partners also oversees fund investment performance and risk characteristics which are monitored on an ongoing basis
Fixed Income Portfolios
Bark Capital Partners’ fixed income strategy is tailor made to fit each client’s specific requirements. A diversified fixed income allocation is put together to combine the clients’ income requirements. At Bark Capital Partners, we commonly use municipal, treasury, agency and high-quality corporate bonds. We also have the capability to integrate potentially higher yielding investments which include preferred stocks, structured or leveraged products, master limited partnerships and convertible bonds.
Here at Bark Capital Partners, we undertake our own due diligence and allocate capital to alternative asset classes that offer a more advantageous risk to return strategy. Our widely accessible investment platforms give our clients access to our alternative investment solutions, as well as top performing funds and managers of private equity, commodities, international currencies, venture capital and real estate.
Bark Capital Partners has the ability to provide private placements to our clients. Typically, these are investments that the majority of investors do not have access to and as with other sources of investing, private placements have to be structured properly to ensure quality and consistency of returns.
Bark Capital Partners’ private placements service is a limited aspect from the rest of our business. However, here at Bark Capital Partners, we believe that to be an effective and leading wealth management firm, we keep our eyes and ears open to new ideas and unique opportunities to enhance our client’s overall investment returns.
In today’s challenging financial markets of low yields and high risk, private individuals often risk a substantial amount of their hard-earned capital to try to gain a reasonable investment income. Bark Capital Partners can help you achieve your investment objectives through a broad range of investment strategies.
Bark Capital Partners’ personal advisors rigorously research and scrutinize opportunities across all asset classes before implementing any investment strategy. We also use our considerable experience and expertise to highlight the downside to any investment and we only invest when we have determined all forms of risk.
With our unique method to investing, Bark Capital Partners manage money for sophisticated investors, small businesses, institutions and families. Our personal advisors administer highly effective investment strategies built on basic fundamentals on market information gathered by one of our experienced analysts in areas that include market research, tax planning, asset management, retirement planning and estate planning.
It is our promise to provide you with the very best in financial planning and our primary goal is to place you in the financial position you desire.
In any economic environment, managing your financial future can be quite complex and even time-consuming. Here at Bark Capital Partners, our investment research advisors take the time to understand who you are, the challenges you face and what you aspire to.
As well as developing our own unique research model, Bark Capital Partners’ experienced team of advisors can pinpoint whether or not the economic environment is conducive to growth or vulnerable to contraction. It is common knowledge that capital markets move in anticipation of what will happen in the economy and not necessarily on the market trends we are seeing today.
For that reason, we feel our meticulous methods are of paramount importance when it comes to researching historic market trends, rather than what is happening right now.
Our research team take the time to understand who you are, the challenges you face and what your financial aspirations may be. With the help of Bark Capital Partners’ dedicated team of professional advisors, we will start to put together a tailor-made portfolio which carefully documents your investment goals, personal objectives, risk tolerance, income needs and tax situation.
Socially Responsible Investing
Bark Capital Partners’ research team has determined that Socially Responsible Investing (SRI) is now becoming a prominent method of accommodating personal values and social concerns into portfolios. Bark Capital Partners’ portfolio management service allows clients to consider both their investment needs and the investment impact on society. With our specialised team of advisors ready to assist you, you can put your capital to work to build a better future while earning healthy returns.
Socially Responsible Investing has grown considerably. This element of sophisticated investment management has become a common asset in the UK and SRI assets have grown from US$23 billion in 1997 to US$225 billion in 2001. Throughout Europe there is in excess of €1 trillion in SRI’s estimated at more than US$223 trillion in the US in 2003.
Socially Responsible Investing is typically made up of three different elements, the three being screening, shareholder activism and community investing. These distinct methods of social investing may be used separately or combined with each other. Community investing is directly focused at building community wealth and opens up important opportunities for new funding streams for asset development.