#Paris #France #iM Global Partner #Zadig Asset Management #Euro Select Fund

iMGP Euro Select Fund: A New Investment Opportunity

On December 18, 2024, iM Global Partner (iMGP) announced the launch of its latest investment vehicle, the iMGP Euro Select Fund. This fund is designed for investors seeking access to high-potential European equities without restrictions based on market capitalization.

Fund Management Team

The fund will be co-managed by two distinguished professionals: Francesco Rustici and Régis Bégué. Rustici, known for his management of the Memnon Opportunities Fund, has over 28 years of investment experience and is currently ranked second among 263 managers in the Equity – European Small & Medium Companies category. On the other hand, Bégué, who has over 29 years of experience, joins from Lazard Frères Gestion, where he managed €10 billion in assets, focusing largely on European equities.

The duo's extensive experience is poised to provide a strong foundation for the fund's strategy, which emphasizes active management and opportunistic stock selection while maintaining a neutral style approach.

Investment Strategy

The iMGP Euro Select Fund aims to deliver a balanced exposure to various investment themes, including cyclical, growth, defensive, and financial sectors. The portfolio will consist of up to 50 stocks, ensuring a minimum of 50% exposure to large-cap companies while allowing for a maximum of 50% in mid-cap investments. This strategy will enable a strong focus on liquidity and risk-return profiles.

Underneath this approach lies a robust fundamental selection process, prioritizing valuation metrics to identify potential growth opportunities. As stated by Rustici, the fund intends to leverage growth prospects while ensuring stability through large-cap exposure. Bégué added that their goal is to curate a portfolio of companies believed to generate significant value in the future.

Compliance and Local Registration

The fund complies with Article 8 of the SFDR regulations, integrating environmental and social characteristics into its investment strategy. Additionally, it will align with the French PEA rules, with local registrations for distribution currently underway.

Julien Froger, Managing Director and Head of Europe at iMGP, expressed confidence in this new offering, stating that it presents a unique opportunity for investors to tap into top ideas from Zadig Asset Management through a singular, cohesive solution. He emphasized the experience and accomplishments of Rustici and Bégué in making informed investment decisions.

About iM Global Partner

iM Global Partner is not just another asset management firm; it operates as a dynamic network of specialized investment managers that provide outstanding investment solutions across various asset classes. As of September 30, 2024, the firm managed approximately $45 billion in assets, emphasizing collaboration and expertise in every investment strategy they pursue.

About Zadig Asset Management

Zadig Asset Management is a leading European investment firm that prioritizes rigorous evaluation and governance in its active equity investments. With a commitment to delivering high conviction ideas for performance, they manage a significant amount of assets for institutional investors in Europe and the United States. By the end of September 2024, the firm had $1.32 billion under management from various institutional clients.

For more information and further updates on investment opportunities, visit the respective websites of iM Global Partner and Zadig Asset Management.