iM Global Partner Introduces a New Investment Fund
iM Global Partner (iMGP) has recently broadened its investment portfolio by launching a new fund, the iMGP Trinity Street Global Equity Fund. This fund, managed by Trinity Street Asset Management (TSAM), is part of their expanding Luxembourg fund range.
An Established Strategy
The investment strategy behind this new fund has a solid track record, having been in effect since 2004, with over $160 million in assets already under management. The objective of this fund is to foster long-term capital growth through strategic investments in companies that are experiencing considerable positive changes. With a carefully curated portfolio of 30-35 stocks, the fund employs a bottom-up investment approach to identify these opportunities.
Focus on Structural Change
TSAM adheres to a fundamental investment philosophy centered on identifying companies that are deemed mispriced due to their ongoing positive transformations. This methodology allows them to exploit market inefficiencies often overlooked by investors who may be fixated on historical performance or short-term results.
Investment Philosophy and Team
As a dynamic and versatile investment firm, TSAM is committed to selecting companies that promise at least a 50% upside over a two- to three-year investment horizon. The firm boasts an experienced and stable investment team comprising eight professionals, including four portfolio managers with a remarkable combined experience of over 100 years.
The fund is spearheaded by Richard Bruce, the founding partner, CEO, and portfolio manager, alongside Ed Bell, Nick Mayor, and Piotr Janusz Krupa, all of whom bring extensive expertise to the management of this fund.
Concrete Commitment
TSAM's broader team of analysts supports these portfolio managers in their quest for value. Notably, the investment team has a personal stake in the fund, significantly investing in their strategies, demonstrating their commitment to the fund's success.
Insights from Leadership
Richard Bruce expressed enthusiasm about the partnership with iMGP, stating, "We are happy that our strategy is now available through the iMGP fund range. Our approach acknowledges that market changes can often be underestimated due to biases or a limited viewpoint. Our investment philosophy has maintained its integrity since 2003."
Julien Froger, the Managing Director and Head of Europe at iM Global Partner, also shared his excitement: "We are delighted to introduce, for the first time, a fund managed by our newest Partner, Trinity Street Asset Management. Their team possesses extensive experience and a unique approach that sets them apart. This fund enhances iM Global Partner's offerings and showcases the diverse expertise of our Partners."
Contact Information
For those interested in exploring this innovative addition to iMGP’s fund range or for further inquiries, you can reach out through the contact information provided on the iM Global Partner's official website.
Frequently Asked Questions
What is the iMGP Trinity Street Global Equity Fund?
The iMGP Trinity Street Global Equity Fund is a new investment offering managed by Trinity Street Asset Management, focusing on long-term capital growth through strategic global investments.
How long has TSAM been managing investments?
TSAM has been managing investments through its current strategy since 2004, demonstrating a proven track record in the market.
What is the investment approach of the fund?
The fund seeks to invest in companies going through significant positive structural changes, with a concentrated portfolio of 30-35 stocks selected through a bottom-up approach.
Who are the key people managing this fund?
The fund is managed by a highly experienced team, including Richard Bruce, Ed Bell, Nick Mayor, and Piotr Janusz Krupa, who collectively have over 100 years of experience in investing.
What is TSAM's investment philosophy?
TSAM's philosophy focuses on identifying under-valued companies experiencing changes that may be overlooked by the broader market, with a goal of achieving significant returns over a multi-year period.
