#USA #London #iM Global Partner #Trinity Street #Global Equity Fund

iMGP Introduces New Trinity Street Global Equity Fund

In a recent announcement, iM Global Partner (iMGP) has expanded its investment portfolio with a new addition, the iMGP Trinity Street Global Equity Fund. This fund, managed by Trinity Street Asset Management (TSAM), is a significant enhancement to iMGP's Luxembourg-based fund range.

A Fund with Proven Track Record

This new fund is based on a strategy that has been in place since 2004, boasting an impressive track record. With approximately $160 million in assets, the fund is structured to achieve long-term capital growth by investing globally in companies experiencing positive structural changes. The portfolio is carefully curated with a focused selection of 30 to 35 stocks, following a bottom-up investment approach.

TSAM's Investment Philosophy

Trinity Street’s investment philosophy centers on the fundamental analysis aimed at identifying undervalued companies that are not yet recognized by the market due to unacknowledged positive changes. TSAM adopts an opportunistic style-neutral approach, targeting companies that exhibit significant upside potential—specifically, those anticipated to increase by at least 50% over a two to three-year horizon.

With a stable and experienced investment team comprising eight professionals each with up to 35 years of experience, TSAM is well-equipped to manage this fund. The team includes Richard Bruce, co-founder and CEO; Ed Bell, partner and Deputy Managing Director; Nick Mayor, partner and head of research; and Piotr Janusz Krupa, a junior portfolio manager. They are supported by a dedicated team of analysts within TSAM.

Commitment to Invest

One distinguishing factor about TSAM is its commitment to investing significant personal capital in its strategies, which reinforces their confidence in the methodologies they apply. Richard Bruce expressed enthusiasm, stating, "We are thrilled that our strategy is now accessible within the iMGP fund range. At Trinity Street, we believe that the market often underestimates the impact of changes due to historical biases, short investment horizons, or a lack of a broad perspective. Our investment philosophy has remained steadfast since 2003."

iMGP's Strategic Growth

Julien Froger, Managing Director and Head of Europe at iM Global Partner, also emphasized the significance of this new offering. He stated, "We are pleased to introduce, for the first time, a fund managed by our most recent partner, Trinity Street Asset Management, who joined us last year. Their remarkable expertise in global equities, coupled with an impressive track record and a unique approach, sets them apart from competitors."

Conclusion

The launch of the iMGP Trinity Street Global Equity Fund marks a pivotal moment for iM Global Partner as it seeks to broaden its portfolio and offer innovative investment solutions. This expansion reinforces the company’s dedication to providing investors with unique opportunities that leverage veteran expertise in the global equity space. As the financial landscape continues to evolve, the adoption of forward-thinking strategies is more important than ever.

This new fund aligns perfectly with rising market demands for targeted investment approaches that capitalize on emerging opportunities across various sectors. With TSAM's strong leadership and proven strategy, iM Global Partner is well-positioned to advance its goals and meet the needs of discerning investors worldwide.