#USA #Paris #iM Global Partner #Trinity Street #Global Equity

iM Global Partner Introduces New Global Equity Fund

On January 28, 2025, iM Global Partner (iMGP) proudly announced the addition of the iMGP Trinity Street Global Equity Fund to its extensive Luxembourg fund range. This new offering is managed by Trinity Street Asset Management (TSAM), highlighting iMGP's commitment to providing innovative investment solutions for its clients.

The newly launched fund boasts an established track record, with its investment strategy in operation since 2004. Currently, it oversees assets exceeding $160 million. Its primary objective is to achieve long-term capital growth through global investments in companies experiencing positive structural changes. The fund maintains a concentrated portfolio containing 30 to 35 carefully selected securities identified through rigorous fundamental analysis.

TSAM employs a fundamental investment philosophy centered on identifying undervalued companies that may not receive full recognition from the market due to evolving structural dynamics. Their opportunistic approach eschews a fixed style, allowing them to target investments that exhibit at least a 50% potential for appreciation within a two to three-year timeframe.

The TSAM investment team consists of seasoned professionals, including four portfolio managers with over a century of combined experience in financial markets. The fund is led by Richard Bruce, co-founder, CEO, and senior portfolio manager, alongside Ed Bell, a partner and deputy general manager, Nick Mayor, the head of research, and junior portfolio manager Piotr Janusz Krupa. Their capabilities are enhanced by a wider team of analysts dedicated to in-depth market research and investment strategies.

One key aspect of TSAM's investment directive is their personal commitment to their strategies, as they invest significantly in their own funds. Richard Bruce commented, "We are excited to make our investment strategy available through iMGP’s fund range. At Trinity Street Asset Management, we believe that the impact of change can often be underestimated by the market due to historical biases, short investment horizons, or a lack of a global perspective. Our investment philosophy has maintained consistency since 2003."

Julien Froger, Managing Director – Head of Europe at iM Global Partner, expressed enthusiasm about the launch: "We are thrilled to offer, for the first time, a fund managed by our newest partner, Trinity Street Asset Management, who joined our platform last year."

This partnership enhances the product suite offered by iMGP and reflects its dedication to adaptability in a rapidly evolving investment landscape. Investors seeking potential growth through exceptional management teams will find the iMGP Trinity Street Global Equity Fund an attractive addition to their portfolios.

For further information on the iMGP Trinity Street Global Equity Fund, please visit iM Global Partner’s website.