#Paris #France #Eurozone Fund #iM Global Partner #Zadig Asset Management

New Opportunities with the iMGP Euro Select Fund

iM Global Partner (iMGP) has recently announced a significant addition to its portfolio—the iMGP Euro Select Fund. This new multi-cap equities fund aims to assist investors looking to capitalize on the dynamic Eurozone market. Managed by the esteemed Zadig Asset Management, a firm with a reputation for active management and high-conviction investment strategies, the fund promises a focused approach to equity investment in European markets.

A Comprehensive Approach to Investment

The iMGP Euro Select Fund is designed as a versatile investment vehicle, offering a blend of mid and large-cap equities. The fund will initially hold a selection of 40 stocks, with the possibility of expanding to 50, ensuring a balanced exposure to diverse sectors of the economy. Importantly, a minimum of 50% of its portfolio will be allocated to large-cap companies, allowing investors to benefit from established industry leaders.

Co-managed by experienced portfolio managers Francesco Rustici and Régis Bégué, the fund draws on their combined expertise of over 57 years in European equity markets. Rustici, noted for his exceptional performance in the Equity – European Small and Medium Companies category, is well regarded in the industry, holding an AAA rating from Citywire. Bégué brings valuable insights from his previous role at Lazard Frères Gestion, where he managed assets exceeding €10 billion.

Investment Philosophy at Work

Adopting a valuation-driven approach, the Zadig team emphasizes a bottom-up investment style that is both rigorous and flexible. This strategy is centered around identifying stocks that showcase exceptional risk/return profiles. The fund’s design is also responsive to market shifts, allowing managers to adjust allocations based on cyclical, growth, and defensive themes, ensuring a robust strategy adaptable to varying market conditions.

The focus on liquidity further enhances the fund's appeal, as investment managers can swiftly maneuver based on the unfolding economic landscape. The goal is to achieve high levels of alpha generation, positioning the iMGP Euro Select Fund as a compelling option for investors keen on maximizing their returns in the Eurozone.

Compliance and Sustainability

The fund will comply with SFDR (Sustainable Finance Disclosure Regulation) Article 8, which underscores a commitment to integrating environmental and social characteristics into its investment practices. This reflects a broader trend in the investment community, where sustainability has become a priority. For French investors, the fund will also adhere to PEA (Plan d'Épargne en Actions) regulations, enhancing its accessibility and appeal.

As the iMGP Euro Select Fund begins its journey, it signifies a strategic entry point for both seasoned and new investors aiming to delve into the potential that the Eurozone has to offer. With an experienced management team at the helm, and a strong commitment to delivering value, the fund is poised to become a key player in the European equity landscape.

In summary, the launch of the iMGP Euro Select Fund showcases iM Global Partner’s commitment to providing innovative and strategic investment solutions. For those looking to anchor themselves in potentially lucrative market opportunities while adhering to sustainable practices, this fund may offer the perfect balance of risk and reward.