Building Long term Investment relationships
Baillie serves a group of founding investors and co-investors who share our value system.
Baillie serves a group of founding investors and co-investors who share our value system.
Baillie Asset Management Ltd (BAM) is made up of a group of both seasoned and youthful professionals with similar values. We have a diverse but relevant skill set and experience that stretches back decades. We were brought together by our similar values and an idealistic desire to work with and for people that we like, people with integrity, those who are respectful of each other and our clients, and we generate results for investors in a pragmatic investment process we call ‘Co-Alignment’.
Our sister company, Contented Capital Pty Ltd, provides bespoke family office services to professional investors including personal strategic financial advice, grandchild advancement trusts and financial effectiveness advice. We have served the founding group of investors for over 40 years.
If you are interested in personal strategic financial advice, please contact Contented Capital via email or call on 03 9614 2919.
BAM’s approach is based on a much longer-term engagement with investors, even intergenerational, and the management of targeted investments in a manner that co-aligns the interests of all parties. Our investment views are based on identifying long-term secular and thematic trends to map investment opportunities for our investors. We are able to provide a tailored range of solutions to help business growth plans and ultimately co-align our investors interests with the founders for the long term.
Qualifying investors can register to access our Funds and join our co-investor group to access our exclusive investment opportunities.
The Fund invests in APRA Regulated Australian Bank Hybrids.
The Fund provides invoice financing for a diversified portfolio of commercial debtors where goods or services have been delivered/provided and are incontestable when the invoice is raised.
The Fund provides limited recourse borrowing arrangements (LRBA) to audited self-managed superannuation funds (SMSF) backed by security over the approved investment and member personal guarantees.