iM Global Partner Enhances Fund Offerings
iM Global Partner (iMGP) has made an exciting development by adding a new fund to its Luxembourg range. The fund, known as the iMGP Trinity Street Global Equity Fund, is managed by Trinity Street Asset Management (TSAM), marking a significant collaboration aimed at expanding investment opportunities for clients across the globe.
Fund Overview and Strategy
The newly added fund boasts a solid track record, with the underlying strategy having been in place since 2004. Presently, it holds over $160 million in assets under management. The primary goal of the iMGP Trinity Street Global Equity Fund is to foster long-term capital growth by strategically investing in companies around the world that are experiencing favorable structural changes. The fund manages a concentrated portfolio, comprising 30 to 35 select stocks which are identified using a detailed bottom-up investment approach.
Investment Philosophy of TSAM
Trinity Street Asset Management utilizes a fundamental investment philosophy focused on identifying undervalued companies. These firms often go unnoticed due to their ongoing positive structural changes, which the market does not recognize. TSAM's strategies are characterized by being opportunistic and style agnostic, concentrating on investments that exhibit potential for at least a 50% upside over a two-to-three-year period. This approach is aimed at capturing the growth potential of companies amidst evolving market landscapes.
Meet the TSAM Team
The investment team at TSAM is comprised of eight seasoned professionals, including four portfolio managers with a total of over 100 years of combined experience. The fund is led by Richard Bruce, who serves as the founding partner, CEO, and portfolio manager. He is supported by Ed Bell as deputy CEO and portfolio manager, Nick Mayor overseeing research and portfolio management, and Piotr Janusz Krupa as junior portfolio manager. Together, this team leverages their extensive backgrounds and innovative strategies to enhance investment outcomes.
Commitment to Investment Integrity
What sets TSAM apart is not only their analytical approach but also their commitment to 'skin in the game'. The firm shows confidence in their strategies by investing significant personal amounts, underscoring their belief in the potential of their managed assets. This alignment of interests between the management team and investors is instrumental in building trust and accountability.
Statements from Key Executives
Richard Bruce from Trinity Street Asset Management expressed his excitement about the new fund's availability within the iMGP range, stating, "We are happy that our strategy is now available through the iMGP fund range. Our investment philosophy has consistently focused on the impact of change often overlooked by investors due to biases and short-term perspectives since 2003."
In concurrence, Julien Froger, Managing Director and Head of Europe at iM Global Partner, highlighted, "We are delighted to introduce a fund managed by Trinity Street Asset Management. They are renowned for their distinguished approach in the global equities landscape, and including them enriches our diverse product offerings significantly. Their extensive experience sets them apart in this ever-evolving market."
Frequently Asked Questions
What is the focus of the iMGP Trinity Street Global Equity Fund?
The fund primarily targets long-term capital growth by investing in companies that are undergoing positive structural changes globally.
Who manages the iMGP Trinity Street Global Equity Fund?
The fund is managed by Trinity Street Asset Management, led by experienced professionals including Richard Bruce and Ed Bell.
How is the fund's investment strategy characterized?
The fund follows a bottom-up investment approach, focusing on concentrated portfolios of selected companies with significant growth potential.
What is the asset size of the fund currently?
The fund currently manages over $160 million in assets, reflecting its established performance and investor confidence.
How many stocks does the fund typically hold?
The iMGP Trinity Street Global Equity Fund generally maintains a portfolio of 30 to 35 carefully chosen stocks.
