iM Global Partner

Trinity Street Asset Management specializes in managing international equity funds with a focus on delivering long-term capital appreciation for its clients. The firm employs a concentrated long-only investment strategy, utilizing global and international approaches to identify investment opportunities. Through comprehensive bottom-up, stock-specific research, Trinity Street seeks to invest in companies experiencing positive structural changes, catering primarily to institutional investors.

Berkshire Asset Management is an investment advisory firm that focuses on providing personalized asset management services. The company offers a range of services including wealth management, asset allocation analysis, core equity and fixed income management, and retirement planning. These services are designed to help clients effectively allocate their finances to meet their future needs. The firm's management has a history of repurchasing the company, contributing to its current structure. All information provided by Berkshire Asset Management is intended for informational purposes only and does not constitute a solicitation or offer for investment advisory services. Clients are encouraged to review the firm’s advisory agreement and related documents for detailed insights into its services.

Richard Bernstein Advisors is an investment management company that specializes in providing tailored investment solutions for clients. With a focus on long-term investment strategies, the firm employs a research-driven macro approach, utilizing macroeconomic indicators to inform its investment decisions. The company offers both asset management and advisory services, integrating top-down analysis with quantitatively-driven portfolio construction to optimize asset allocation for its investors. Through this methodology, Richard Bernstein Advisors aims to deliver effective investment strategies that align with clients' financial goals.

Litman Gregory is a financial services firm that focuses on personal wealth management and investment solutions. The company offers a range of services including financial planning, tax planning strategies, estate and legacy planning, and risk management. Litman Gregory caters to individuals, family groups, non-profit organizations, and institutions, aiming to enhance the financial well-being of its clients through tailored investment research and mutual fund services.

ZADIG Asset Management is a prominent European equities investment firm based in Strassen, Luxembourg. The firm specializes in asset management services, managing funds for a diverse clientele that includes pension funds, private banks, institutional investors, and family offices. ZADIG employs a high conviction investment strategy, focusing on a concentrated portfolio of its best ideas derived from thorough fundamental analysis. This approach aims to generate outstanding returns, allowing clients to achieve long-term superior performance. Through various fund management mandates and advisory contracts, ZADIG consistently delivers alpha, showcasing its commitment to maximizing investment opportunities for its clients.

Scharf Investments, LLC is an employee-owned investment manager 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 value investment strategies, emphasizing valuation, margin of safety, investment flexibility, and a long-term perspective. The firm manages separate, client-focused equity portfolios and invests in the public equity and fixed income markets of the United States, primarily targeting mid and large-cap value stocks. Utilizing fundamental analysis, Scharf Investments benchmarks its equity portfolios against the S&P 500 Index and balanced portfolios against the Lipper Balanced Fund Average Index. In addition to investment management, the firm offers tax management, estate planning, gift and philanthropic services, aiming to secure clients' financial futures while minimizing risk.

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.