#Paris #France #Eurozone Fund #iM Global Partner #Zadig Asset Management

iM Global Partner Launches Euro Select Fund

iM Global Partner (iMGP) has officially announced the creation of its latest investment vehicle, the iMGP Euro Select Fund. This newly established fund is designed to focus on equities within the Eurozone, and it will be expertly managed by Zadig Asset Management, a recognized leader in European equity management. The iMGP Euro Select Fund aims to serve as a comprehensive platform where clients can access a curated selection of investment opportunities stemming from the expertise of Zadig.

With seasoned professionals at the helm, the fund will be co-managed by Francesco Rustici and Régis Bégué. Rustici, who has an impressive background with over 28 years of experience, is notably recognized as one of the top fund managers in the Equity – European Small & Medium Companies category. His AAA-rating by Citywire places him 2nd out of 263 in his field over a three-year period concerning total return. On the other hand, Bégué brings a wealth of experience from his vast career, including managing €10 billion at Lazard Frères Gestion prior to joining the Zadig team.

The iMGP Euro Select Fund is structured with a multi-cap approach and is committed to generating high alpha. This blend style emphasizes a valuation-driven strategy focusing on a thorough analysis of the underlying companies. The portfolio will typically include around 40 stocks, with the capacity to expand up to 50. However, it mandates maintaining at least 50% exposure to large-cap stocks, ensuring a well-rounded investment mix that addresses different market dynamics.

In terms of investment philosophy, Zadig Asset Management focuses on active management with high-conviction strategies and opportunistic stock picking. Their approach leans toward a style-neutral strategy, allowing for flexibility in construction and maximizing potential returns. The fund will concentrate on various themes relevant to current economic circumstances such as cyclical, growth, defensive, and financial companies. Each investment is meticulously chosen for its favorable risk and return profile, making sure clients are positioned towards potentially winning stocks in the Eurozone market.

Additionally, the fund complies with the SFDR Article 8 regulations, which highlight its commitment to integrating environmental and social characteristics into its investment strategy. Specifically for French investors, the fund adheres to the PEA (Plan d'Epargne en Actions) requirements, which further paves the way for retail distribution as local registrations are already underway.

In summary, the introduction of the iMGP Euro Select Fund signifies a strategic advancement by iM Global Partner in catering to investor needs in the Eurozone. With a comprehensive management strategy and a powerful team behind it, the fund aspires to offer unparalleled access to curated investment opportunities while ensuring a strong commitment towards sustainable investment practices. Clients looking to capitalize on Eurozone equities will find in the iMGP Euro Select Fund a remarkable addition to their portfolios.