iM Global Partner

Trinity Street Asset Management is an investment management firm that focuses on managing international equity funds. The company specializes in creating concentrated long-only equity portfolios through its global and international strategies. It employs a bottom-up, stock-specific research approach to identify investment opportunities, particularly in companies experiencing positive structural changes. By prioritizing long-term capital appreciation, Trinity Street Asset Management aims to meet the investment objectives of its institutional clients.

Berkshire Asset Management is an investment advisory firm that specializes in providing personalized asset management services. The company focuses on wealth management, asset allocation analysis, core equity and fixed income management, as well as retirement planning services. By offering tailored investment strategies, Berkshire Asset Management aims to help clients effectively allocate their finances to meet their future needs. The firm's senior management has repurchased the company, further solidifying its commitment to delivering comprehensive investment advisory services.

Richard Bernstein Advisors is an investment management firm that specializes in providing research-driven investment solutions. The company focuses on long-only global equity and asset allocation strategies, employing a macroeconomic analysis framework to inform its investment decisions. By utilizing macroeconomic indicators, Richard Bernstein Advisors aims to deliver tailored asset management and advisory services to its clients. Its approach combines a top-down perspective with quantitatively-driven portfolio construction, emphasizing longer-term investment strategies designed to meet the specific needs of investors.

Litman Gregory Wealth Management, established in 1987, is a California-based, privately-owned investment management firm. It offers a range of wealth management services, including financial planning, tax strategies, estate planning, and risk management, catering to individuals, families, non-profit organizations, and institutions. The firm manages separate equity, fixed income, and balanced portfolios, investing in global public equity and fixed income markets. As of 2021, it operates as a subsidiary of iM Global Partner US, LLC.

Zadig Asset Management is a prominent investment firm based in Strassen, Luxembourg, specializing in European equities. The company employs a stock-picking strategy that focuses on high-conviction investment ideas, which are grounded in thorough fundamental analysis. Zadig provides asset management services through fund management mandates and advisory contracts, catering to a diverse clientele that includes pension funds, private banks, institutional investors, and family offices. By managing a concentrated portfolio of its best ideas, Zadig aims to deliver long-term superior returns for its clients.

Scharf Investments, LLC is an employee-owned investment management firm based in Scotts Valley, California, founded in 1983. The firm specializes in providing investment advisory services primarily to high net worth individuals, family offices, corporations, endowments, and foundations. Scharf Investments focuses on delivering high-quality value investment strategies by employing fundamental analysis and a strict emphasis on valuation and margin of safety. The firm manages separate client-focused equity portfolios, investing predominantly in mid-cap and large-cap companies within the U.S. public equity and fixed income markets. Additionally, Scharf Investments offers comprehensive services that include tax management, estate planning, and philanthropic guidance. The firm's commitment to prudent guidance and capital protection aims to secure the financial futures of its clients while maintaining investment flexibility and a long-term perspective.

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.