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Bakers
Alternate Energy assists fund managers with the design of portfolio
products in the energy, infrastructure and transport sectors to maximise investment opportunities for their clients.
Portfolio Modelling is the designing of a portfolio of equities
based on a set of predetermined screens and guidelines. Bakers provides portfolio modelling services
designed to assist in the development of financial products through
a number of structures customised to meet our client’s individual
needs. These structures consider asset allocation, tax effectiveness
and cost efficiency.
Bakers works with clients to identify macro economic trends which
are likely to achieve out-performance in the medium to long term.
These trends are then subjected to extensive research and modelling
to quantify the investment potential and the likely timeframe to
realisation. Once an underlying thematic is proven to be
investment-ready, the investment team undertakes qualitative and
quantitative bottom-up company and asset specific analysis of listed
equities and privately held companies seeking equity capital to
identify out-performing opportunities for investment. |
