iM Global Partner

Operator of an investment management company focused on long-only, global equity and asset allocation. The company uses macroeconomic indicators to make investment decisions and provides investment solutions such as asset management and advisory services for investors, thereby providing clients with tailored asset allocation and a macro, research-driven approach.

Litman Gregory Asset Management, LLC is a privately owned investment manager founded in 1987 and based in Larkspur, California, with an additional office in Orinda. The firm offers a range of services including wealth management, investment research, and mutual fund services, catering to individuals, family groups, non-profit organizations, and institutions. It manages separate client-focused equity, fixed income, and balanced portfolios, investing in public equity and fixed income markets globally. The firm also provides financial planning, tax planning strategies, estate and legacy planning, and risk management to enhance clients' financial well-being. Litman Gregory Research, Inc., a subsidiary of Litman Gregory Asset Management, focuses on investment research and due diligence, employing fundamental analysis to assess fund performance and sustainability. It serves retail investors and investment advisors, offering a monthly publication analyzing financial markets and mutual funds.

Zadig is a leading European Equities investment firm. Year after year, their stock picking approach to investment generates outstanding return. Through fund management mandates and advisory contracts, their high conviction investment ideas deliver Alpha for a variety of clients.

Scharf Investments, LLC is an employee-owned investment manager based in Scotts Valley, California, founded in 1983. The firm specializes in providing investment management and related services such as tax management, estate planning, and philanthropic guidance, primarily for high net worth individuals, family offices, corporations, endowments, and foundations. Scharf Investments focuses on value investment strategies, managing separate equity portfolios that primarily invest in mid-cap and large-cap companies in the public equity and fixed income markets of the United States. The firm employs fundamental analysis to inform its investment decisions and benchmarks its equity portfolios against the S&P 500 Index, while balanced portfolios are measured against the Lipper Balanced Fund Average Index. Its approach emphasizes valuation, margin of safety, and long-term financial security for clients.

Dynamic Beta investments has one of the longest live track records (eleven plus years) in delivering hedge fund returns with reasonable fees and daily liquidity. Its tenured team of hedge fund professionals publishes rigorous institutional research on hedge funds and industry dynamics that is often featured in industry publications.

Dolan McEniry Capital Management is a private firm specializing in investment grade and high yield fixed income.