Investment Evolution


Ashton Hoyle Independent Financial Advisors
are locally based. Their modern offices can be
easily found on the Whitebirk side of Blackburn and
offer ample visitor parking. They have, without
fail, provided their clients with above average
investment performance. Their pro-active
approach is designed to increase the wealth of their
clients whilst in turn protecting their investments
against a down turn in the market.
All investors acknowledge that markets can go
down as well as up. Ashton Hoyle have always been
very successful in minimising any reductions within
their model portfolios and have been looking to
improve the ‘downside’ protection even further. With
this specifically in mind they have now formed an
association with Barmac Asset Management, a
discretionary investment manager, to enable further
fine tuning and improvement of Ashton Hoyle’s
current successful investment model.
Ashton Hoyle’s strategy has always been to protect
client funds rather than chase star fund managers.
Mark explains that a fund manager
may well outperform the market by a couple of
percentage points, however, it is often the case
that the management charges eat up this out
performance. Ashton Hoyle prefer cheaper tracker
type funds to gain the market upside but aim to be
out of the market on the way down. As Mark points
out; if you invest £100 and it loses 50%, the £50
you have left has to grow by 100% to replace the
loss. In our opinion it’s more important not to lose
money than it is to try and marginally beat the
markets.
Barmac Asset Management have evolved their own
‘Barmac Indicator’. In simple terms this
sophisticated investment model measures the markets
and anticipates with a high level of accuracy any
decline or improvement. This information along with
other economic forecasts triggers a reaction for
Barmac to buy or sell funds or move completely to
cash.
Their sole mission is to grow the invested capital
safely. Mark Ashton explains further: “We now have
in place a unique investment structure which gives
us the ability to buy and sell investment funds,
securities or stocks at a moment’s notice. This
enables us to protect our investors without having
to wait to receive their written authority to switch
funds resulting in a significant time lag. This
facility protects against losses whilst moving up
with the market. We also have the ability to move to
‘cash’ if we feel the markets
are failing and to return back into the markets when
the timing is appropriate”.
Whilst markets remain unstable, the ability to
rapidly move investment portfolios in response to
changing circumstances is essential for success.
Even a crystal ball cannot predict whether we are
heading out of recession or clinging to elements of
depression into the foreseeable future. However,
Ashton Hoyle enjoy vast investment experience and
the proven ability to produce consistent results for
their satisfied clients. This new unique approach is
set to satisfy them even more! |