Today marks 8 years since the Managed Futures strategy was created by our Partner DBi. A little over a year ago, the strategy was made available to European investors in a UCITS format as the iMGP DBi Managed Futures Fund which now has more than 150 million in assets under management. In the monthly performance update for June of the iMGP Managed Futures Strategy, iM Global Partner's Greg Clerkson speaks to co-portfolio manager Andrew Beer about the fund's recent and longer-term performance. Watch the video here: https://lnkd.in/dnwcZ6m4 Learn more about managed futures here: https://lnkd.in/4G0r4 #MarketingCommunication #hedgefunds #UCITS #Alternatives #CTAs Past performance does not predict future returns. The fund’s legal documentation and summary of investors’ rights are available, in English, here: www.imgp.com. Any investment involves some degree of risk.
iM Global Partner
Services financiers
Paris, Île-de-France 11 625 abonnés
iM Global Partner is a worldwide network of dynamic investment boutiques: The Partners.
À propos
iM Global Partner is a worldwide network of dynamic investment boutiques, comprised of nine Partners. Since 2013, our mission has been radically simple: to find the best investment talent in the world. Based on our core belief that Performance is born out of People, our highly experienced research team uses their in-depth process to scour the world for dynamic, ambitious and entrepreneurial asset managers. Through this process we uncover small to mid-sized, independently owned boutiques run by skilled individuals with a long-term track record and a mindset that fits with our own. iM Global Partner takes a minority, non-controlling stake in their business and we build a long-term partnership with them based on mutual respect and fully aligned interests. We are proud to call these businesses our Partners and they are the essence of what iM Global Partner stands for: Uncovering what we believe to be the best, the very best investment talent. The Partners. iM Global Partner is present in 11 locations across Europe and the United States and provides its clients with access to the best management strategies of its Partners. iM Global Partner’s wide range of investment solutions includes a Luxembourg SICAV, and strong range of Mutual Funds and ETFs dedicated to US investors. iM Global Partner represents $39 billion of assets under management as of December 2023. Posts from iM Global Partner represent opinions only and are not intended as investment advice. We ask that you do not share any personal investment experience regarding our products and services. iM Global Partner reserves the right to remove user comments for any reason, and we are not responsible for, and do not endorse, any opinions, statements, or links posted by third parties on this page. Please review our important risk information with the following link : https://www.imgp.com/social_media.pdf
- Site web
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https://www.imgp.com/
Lien externe pour iM Global Partner
- Secteur
- Services financiers
- Taille de l’entreprise
- 51-200 employés
- Siège social
- Paris, Île-de-France
- Type
- Société civile/Société commerciale/Autres types de sociétés
- Fondée en
- 2013
- Domaines
- hedge funds, asset management, ESG, Investment, network, boutiques, equities, fixed income, asset allocation, absolute return, multi-asset, managed futures, quality growth investing, quality value investing, municipal bonds, dividend growth investing et ETFs
Lieux
Employés chez iM Global Partner
Nouvelles
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Growth stocks have generally been outperforming Value stocks for a while now, but is that trend likely to continue? According to our Partner Scharf Investments, LLC, it depends on the interest rate environment. As the chart below shows, growth stocks tend to outperform when rates are below 3%, but in higher interest rate environments, value tends to outperform. Interest rates have been quite low over the past 15 years. The current 10-year Treasury yield of around 4.4% is low compared to its historical average of 5.9% since 1960 (as of June 2024). "The Fed’s interest rate suppression policies contributed to the recent outperformance of growth stocks which conditioned many investors to believe growth stocks always outperform," says Scharf's President Brian Krawez, CFA. "There are many reasons to believe the Fed may no longer have the ability to pursue zero interest rate policies," he said. Read the full article here: https://lnkd.in/emwFQfcy #activemanagement #valueinvesting #PeoplePerformance
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Last week the majority of our London team joined over 5000 other participants in The Standard Chartered Great City Race 2024. The 5km course runs through some of the capital's most famous landmarks, including St Paul's Cathedral, Tower 42 and the Bank of England. Proceeds from the race entry support Futuremakers by Standard Chartered, a global youth economic empowerment initiative that tackles inequality and promotes greater economic inclusion. To learn more, click here: https://lnkd.in/eKTGi5-Q Well done to our participating London team consisting of: Jamie Hammond, Jackie Mills, Claire Carr, Farrell J., Jaymie Clark, Baptiste Fullana, Lisa Williams, Himesh Kala, Greg Clerkson, Tammi Lotter and Isabelle Lee. #PeoplePerformance
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In the latest monthly video update for the iMGP DBi Managed Futures Strategy (DBMF), Mike Pacitto speaks to Co-Portfolio Manager Andrew Beer who explains: * The June and year-to-date performance of the strategy * Longer-term performance * portfolio rotations and current positioning * and why simpler is often better in delivering alpha generation. Watch the full video here: https://lnkd.in/ecikiZuW Learn more about our Partner DBi here: https://lnkd.in/e7hdSs8t #Alternatives #HedgeFunds #CTAs #managedfutures #etf The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, and it may be obtained by calling 800-960-0188 or visiting www.imgpfunds.com. Read it carefully before investing. A commission may apply when buying or selling an ETF. The iMGP DBi Managed Futures Strategy ETF is distributed by ALPS Distributors, Inc.
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We are proud to announce that Jeffrey Royal has been promoted to Managing Director - Head of US Field Sales. Joining our Executive Management team, Jeff will continue to lead our team of US sales professionals to grow Partner funds and strategies, enhance relationships with wealth management firms and platforms, and grow brand awareness in the intermediary channels for all Partners. Congratulations Jeff! Learn more about our team here: https://lnkd.in/eEX_XZvE
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Our Partner Richard Bernstein Advisors has been ranked among the top voices on VettaFi's 'Venerated Voices' for Q2, 2024. RBA's insights are submitted regularly to Advisor Perspectives/VettaFi and are ranked based on readership. The most popular topics in Q2 2024 among all commentaries were related to inflation, market valuations, dividend investing, and the debt crisis. Among individual commentators, Richard Bernstein was ranked 2nd while Dan James Suzuki, CFA and Matt Poterba, CFA from RBA were also ranked in the author category in 5th and 13th places respectively. RBA was placed third in the overall 'Firm' category and second for frequently posting firms. Richard's article 'Something's Gotta Give' was ranked 6th out of all the Commentaries. Read Richard's 'Something's Gotta Give' here: https://lnkd.in/eT8k_NNc Learn more about the ranking here: https://lnkd.in/eF7dU-tW
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We are proud to announce that Patricia Martín, our Associate - Distribution (Iberia), has been awarded sales manager of the month by RankiaPro. The awards acknowledge the efforts of some of the most committed professionals in the asset management industry with readers and followers voting for their preferred candidate. Well done Patricia for receiving this recognition! Click here to read an article in Spanish in Rankia Pro quoting Patricia: https://lnkd.in/df8WiMdy
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The markets seem obsessed with politics recently but what are they likely to do over the next six months? In the PDF below, our Partners and experts provide their views on which areas of the market seem attractive or just good value for investors with the wisdom to ignore the current political ‘noise’. Thanks so much to Régis Bégué from Zadig Asset Management, Dan James Suzuki, CFA from Richard Bernstein Advisors, Brian Krawez, CFA from Scharf Investments, LLC, Dave Breazzano from Polen Capital and our own CIO of Global Asset Management Philippe Uzan. #activemanagement #PeoplePerformance
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iM Global Partner a republié ceci
Is active management poised for a rebound? At iM Global Partner, we believe active management is the best way to build portfolios that deliver superior, risk-adjusted returns to clients. The chart below shows the percentage of stocks outperforming the S&P 500 compared to that of active managers over 25 years. What we found is; - Index concentration is currently at levels not seen since the Dot-com bubble of 1998/99, with a handful of companies being responsible for the bulk of the S&P 500’s performance. - Historically, extreme levels of index concentration do not last for long periods and tend to revert to the mean. The success of active investment management is highly correlated to index diversification. Simply put, if there are more things driving returns and performance is dispersed across a higher number of companies, the opportunity set for active managers increases. With Magnificent 7 earnings slowing and the remainder of the S&P 500 expected to return to profitability in Q2 2024, this broadening and improvement of market fundamentals creates a more favourable environment for active managers. #InvestmentManagement #AssetManagement #ActiveManagement #PeoplePerformance
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Our CIO of Global Asset Management, Philippe Uzan, was recently quoted in this article in Option Finance about how fund managers are finding innovative ways to offer institutional investors access to hedge funds. Thanks so much to Sandra Sebag (Dr) for putting together this interesting article discussing all the alternative strategies institutional investors are looking at, such as AMCs (active managed certificates), index funds and ETFs, to get exposure to hedge funds when they are not allowed to invest directly in them. Philippe explained how one of our Partners, DBi, specializes in replicating hedge fund performance by using highly liquid instruments. This Managed Futures strategy has proved popular with investors both in the US and Europe. “In Europe, we mainly target institutional investors and fund selectors,” continues Philippe Uzan. Our clients on this strategy include Scandinavian pension funds as well as private banks who are looking for alternative solutions to boost and diversify their portfolios." Subscribe to read the article here in French: https://lnkd.in/eamGaj2Y
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