#USA #Paris #Trinity Street #Global Equity Fund #iMGP

Introduction

On January 28, 2025, iM Global Partner (iMGP) declared an exciting expansion of its Luxembourg fund offerings, introducing the iMGP Trinity Street Global Equity Fund. This new fund will be managed by Trinity Street Asset Management (TSAM), marking a significant milestone for both entities as they aim to leverage focused investment strategies to deliver long-term capital growth.

About the Fund

The iMGP Trinity Street Global Equity Fund has a proven track record with a strategy that has been active since 2004. Currently, the fund manages assets exceeding $160 million. The fund's primary goal is to invest in globally positioned companies experiencing positive structural changes, allowing them to capitalize on considerably promising growth opportunities. The managed portfolio will concentrate on 30 to 35 carefully selected stocks, applying a bottom-up selection approach.

TSAM’s Investment Philosophy

Trinity Street Asset Management operates under a fundamental investment philosophy that focuses on identifying companies perceived to be undervalued, particularly those undergoing transformative shifts that the market might overlook. This approach reveals an opportunistic and style-agnostic investment strategy aimed at identifying companies projected to deliver at least 50% upside potential based on a two to three-year outlook.

Expertise of the TSAM Team

The TSAM investment team is not only experienced but also highly resilient, composed of eight professionals with a combined investment experience that exceeds 100 years. The four portfolio managers include Richard Bruce (founding partner, CEO, and portfolio manager), Ed Bell (partner and deputy CEO), Nick Mayor (partner and head of research), and Piotr Janusz Krupa (partner and junior portfolio manager). They are supported by an extensive team of analysts, underscoring the firm’s commitment to comprehensive research and analysis.

Richard Bruce stresses the firm’s commitment stating, "We are thrilled to have our strategy available through the iMGP fund range. We believe the transformations within companies are often understated due to historical biases, short investment horizons, or limited global perspectives. Our investment philosophy has remained unchanged since 2003."

iMGP's Goal

Julien Froger, the Managing Director and Head of Europe at iMGP, expressed excitement about the launch, outlining the advantages of partnering with TSAM: "We are delighted to provide our clients with a fund managed by our new partner, Trinity Street Asset Management, which joined us last year. They are recognized as one of the foremost managers in global equities, backed by substantial experience and a distinct approach that is hard to replicate."

Conclusion

The arrival of the iMGP Trinity Street Global Equity Fund positions itself within a competitive and growing market, aiming to address investor needs for innovative and performance-driven investment opportunities. With a strong management team and a well-defined investment strategy, the fund looks poised to make a positive impact in the global market. Investors will be keen to observe the fund's developments and its ability to deliver on the promises of growth through strategic investments in transformative companies.