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Investment Principles

BIA combines top-down macroeconomic views with bottom-up fundamental work to construct client portfolios concentrated in our best ideas.

Our edge comes from disciplined application of experience, judgment and a well-defined “strike zone."

The strike zone describes what we look for in an investment. We use four general principles:

Exceptional Businesses

  • Durable and strengthening competitive advantage
  • Leading franchises
  • Differentiated products and/or technology
  • Continual innovation

Healthy Balance Sheets

Balance sheets that are secure and appropriate for the industry

World-Class Management Teams

  • Honest, intelligent and hardworking
  • Economically aligned with shareholders
  • Thoughtful capital allocators
  • Culture builders who value ownership, performance, meritocracy and inclusion

Liquidity

US-listed equity, derivative and fixed income securities

Investment Strategy

More on Derivatives

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Do you want to see if Baer Investment Advisory may be a good fit for you? As your fiduciary, we have a legal obligation to put client interests first. Contact BIA to receive a complimentary assessment where we will dive into your personal financial situation and discuss strategies appropriate for you. We are confident you will find our perspective refreshing and informed.

Schedule time today to speak with our team.

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