#None #iM Global Partner #Trinity Street #Global Equity Fund

iM Global Partner Expands Its Offerings

In a notable move, iM Global Partner (iMGP) has announced the addition of the iMGP Trinity Street Global Equity Fund to its array of Luxembourg-based fund options. Managed by Trinity Street Asset Management (TSAM), this new fund aims to provide investors with substantial long-term capital growth while investing in globally recognized companies that are undergoing significant structural changes.

Fund Overview

The iMGP Trinity Street Global Equity Fund benefits from TSAM’s extensive experience and established investment strategy, which has been operational since 2004. With a successful track record boasting over $160 million in assets under management, the fund focuses on building a concentrated portfolio of 30 to 35 stocks. This stock selection is grounded in a rigorous bottom-up approach, ensuring the identification of companies poised for substantial growth potential.

Trinity Street Asset Management prides itself on a fundamental investment philosophy centered around uncovering companies that are undervalued due to positive structural changes that the broader market may overlook. This methodology allows for an opportunistic yet style-agnostic approach, investing in prospects deemed to have a least 50% upside over a two-to-three-year horizon.

The experienced TSAM investment team, comprising eight professionals, brings a wealth of knowledge to the fund. Notable portfolio managers include Richard Bruce, the founding partner and CEO, Ed Bell, the deputy CEO, Nick Mayor as the head of research, and Piotr Janusz Krupa. Collectively, these professionals contribute over a century of relevant experience in investment management, guided by a commitment to sound financial principles. Moreover, the team adopts a stakeholder-centric model by investing their capital into the funds they manage, which instills a sense of accountability and ensures alignment of interests with investors.

Statements from Leadership

Richard Bruce remarked, “We are thrilled to offer our investment strategy through the iMGP fund range. At Trinity Street Asset Management, we recognize that the impacts of change can often go unnoticed in the market - this is largely driven by biases and the myopic view of historical performance. Our investment outlook has remained consistent since our inception in 2003.”

Julien Froger, Managing Director and Head of Europe at iM Global Partner, expressed enthusiasm for this partnership, stating, “Introducing a fund managed by our recent Partner, Trinity Street Asset Management, is a significant milestone for us. They are recognized as one of the leading managers in the global equities sector, distinguished by their extensive experience and a unique investment approach.”

By adding the iMGP Trinity Street Global Equity Fund to its portfolio, iM Global Partner reinforces its mission to offer a diverse selection of investment opportunities while demonstrating the varied expertise of its partnerships.

Conclusion

The iMGP Trinity Street Global Equity Fund opens a new chapter for investors seeking to capitalize on transformative growth opportunities. As the fund rapidly evolves in the competitive investment landscape, its underlying strategies are designed to navigate fluctuations and deliver performance aligned with long-term objectives. Investors looking for exposure to a concentrated portfolio with an emphasis on global equities will find this newly launched fund an enticing option.

Stay tuned for further updates from iM Global Partner as they continue to enhance their investment offerings.