iM Global Partner Unveils Euro Select Fund
iM Global Partner has initiated an exciting new chapter in investment opportunities with the launch of the iMGP Euro Select Fund. This remarkable fund will be adeptly managed by its esteemed partner, Zadig Asset Management, a figure known for its specialization in European equities. Targeted towards Eurozone companies, the iMGP Euro Select Fund is set to become a comprehensive solution for clients keen on tapping into the astute investment strategies advocated by Zadig Asset Management.
Experienced Management Team Behind the Fund
Leading the charge are seasoned portfolio managers Francesco Rustici and Régis Bégué. Rustici, known for his adept management of mid and small-cap investments, has earned accolades, including AAA ratings from Citywire. He stands out in his field, ranked 2nd among 263 fund managers in the European Small & Medium Companies category over a three-year horizon, with an impressive track record spanning over 28 years.
On the other hand, Régis Bégué brings a wealth of experience, having served as Partner at Zadig Asset Management and co-managing the Memnon European Equity Fund. With more than 29 years in the finance sector, Bégué's previous role as Managing Director at Lazard Frères Gestion saw him oversee €10 billion in assets, guiding significant investments in European equities. His partnership at Zadig commenced following his successful tenure in a competitive management environment.
Investment Philosophy and Strategy
The iMGP Euro Select Fund adopts a rigorous investment approach, emphasizing genuine active management. The team at Zadig Asset Management prides itself on high-conviction strategies and astute stock selection, avoiding a one-size-fits-all approach. Their methodology is grounded on a valuation-driven, bottom-up investment process that aims to strike a balance across cyclical, growth, defensive, and financial sectors. The goal is to identify companies that exhibit an outstanding risk/return profile, thus setting the stage for robust portfolio performance.
With a blend-style investment geared toward multi-cap companies, the fund maintains a laser focus on alpha generation. It currently hosts a diversified portfolio of 40 stocks, with potential expansion up to a maximum of 50 holdings, ensuring ample liquidity and risk management across different market segments.
Compliance and Sustainability
In alignment with the EU's Sustainable Finance Disclosure Regulation (SFDR), the fund is classified as SFDR Article 8. For French investors, it will also comply with local regulations outlined in the PEA (Plan d'Epargne en Actions). The registration process for retail distribution is underway, marking an important step toward making this innovative investment vehicle widely available.
An integral aspect of the fund's investment strategy focuses on sustainability, promoting environmental and social characteristics while embedding robust governance practices throughout its investment lifecycle. Potential investors can find more details about the sustainability framework directly on the iM Global Partner's official website.
Strategic Objectives of the Fund
The strategic intent behind the iMGP Euro Select Fund goes beyond mere investment returns. By concentrating on a diverse array of companies across different sectors, the management team aspires to achieve a balanced growth trajectory. This not only offers potential for attractive returns but also facilitates a holistic approach to portfolio management that accounts for varying market dynamics.
Frequently Asked Questions
What is the iMGP Euro Select Fund?
The iMGP Euro Select Fund is a multi-cap equities fund focusing on Eurozone companies, managed by Zadig Asset Management.
Who are the key managers of the fund?
The fund will be co-managed by Francesco Rustici and Régis Bégué, both seasoned professionals with extensive experience in equity management.
What is the fund's investment strategy?
It employs a valuation-driven, bottom-up investment process, focusing on high-conviction investments across various sectors.
How many stocks will the fund hold?
The portfolio is expected to hold 40 stocks, with the possibility of expanding to 50 while ensuring adequate liquidity.
Is the fund compliant with sustainability regulations?
Yes, the fund is classified under SFDR Article 8 and adheres to sustainability-related investment guidelines.
