John Baron

John Baron reminds readers why this discipline suggests the UK market offers compelling value

John Baron reminds readers of the importance of appropriate diversification

John Baron explains why he is defying the sceptics and increasing the portfolios’ exposure to smaller companies

John Baron explains why the portfolios are adding to their domestic equity exposure

Why the portfolios have been adding to their Japanese exposure

John Baron explains why he is adding to the portfolios' exposure

John Baron explains why the sceptics may be wrong about the sector

John Baron questions accepted norms and explains the portfolios’ approach

John Baron reports on a good first quarter relative to benchmarks, and explains why cash levels are unusually high

Having highlighted three undervalued themes in last month’s column, John Baron suggests two more