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iMGP Funds Sicav
The data and information featured on this web site are provided free of charge and solely for information purposes. The information contained herein constitutes neither an offer to purchase nor a solicitation to sell and may not be construed as an investment recommendation on the part of iM Global Partner Asset Management or other entities of the group iM Global Partner, its affiliates, managers, officers, or employees (hereafter « iMGP ») and has no legal or contractual value. Furthermore, any reference to a specific security in any published material is included by way of illustrative example and should not be construed as a recommendation to purchase, hold or sell such a security nor does it in any manner constitute the provision of investment advice in relation to same. The iMGP Sicav ( hereafter « iMGP » or « iMGP Funds » or « Fund ») has not taken any measures to adapt to each individual investor who remains responsible for his own independent decisions. Any investment in the funds presented on the web site must be made in conformity with the related legal documentation in force (prospectus, Key Investor Information Documents), as approved, where applicable, by the regulatory authority in your country. iMGP Funds is an open-ended umbrella investment company established and regulated in Luxembourg. The iMGP Sicav is not open to citizens or residents of the USA or to any other party deemed to be a US person. iMGP Funds’ current Prospectus and Key Investor Information Document, by –laws and the Annual and Half Yearly Reports of the Fund can be obtained on this website or from the iMGP offices at 5, Allée Scheffer, L-2520 Luxembourg or from the Agents and Representatives listed on this website for the specific jurisdictions where iMGP Funds are registered and this marketing document is intended for use only in those specific jurisdictions. Investors are advised that they should consult the Prospectus before seeking to subscribe. Moreover, investors are also advised to consult their legal, financial or tax advisors before taking any investment decisions.
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Non-investment professionals who are researching investments for their personal accounts (from small ISA investors through to “high net worth” individuals).
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Brian Krawez, President of Scharf Investments, was recently featured as a guest on Bloomberg’s Daybreak Asia podcast
9th July, 2025 |
Healthcare Sector Dynamics and Policy Impact Brian addressed the potential economic implications of proposed Medicaid reforms, analyzing how cuts to healthcare coverage could simultaneously increase the uninsured population while driving healthcare inflation. This dual pressure represents a significant macroeconomic concern that investors should monitor closely.
Artificial Intelligence and Labor Market Transformation The discussion explored the tangible impact of AI adoption on employment patterns, with particular attention to the challenges facing new computer science graduates. Brian highlighted how technological advancement is reshaping traditional career paths and employment expectations.
Market Valuation Assessment Drawing parallels to the dot-com era, Brian provided context around the S&P 500’s current position at 95th percentile valuation levels. While markets continue reaching record highs, his analysis emphasized the importance of maintaining investment discipline and risk awareness.
Strategic Investment Positioning Brian outlined our firm’s approach to AI-sector investing, explaining our preference for established, quality companies such as Oracle and Microsoft over speculative plays. This strategy reflects our commitment to fundamental analysis and long-term value creation.
We appreciate the Bloomberg team, particularly Doug Krizner, for facilitating this thoughtful discussion and providing a platform to share our market perspectives with a global audience.
