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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.
Investors are reminded that past performance is not an indicator of future returns, nor does it guarantee future profits, and that they risk, in some cases, losing all or part of the amount initially invested. An investment may increase or decrease by virtue, in particular, of market fluctuations and exchange rate variations in the currency in which the Sub-fund is invested where this differs from the currency of the shareholder.
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Any reference to iM Global Partner Asset Management (« iMGP AM ») or iM Global Partner (« iMGP ») in the material published on this website should be construed as being a reference to one or more of the legal entities, listed below, dependent on the particular jurisdiction in which it is being accessed.
iMGP AM is the Luxembourg management company of iMGP Funds
iMGP is a French regulated entity which represents and distributes iMGP Funds that have been registered in France having branches in Italy, Spain, Germany and also subsidiaries in Switzerland and in the UK for that purpose. iMGP AM is also a subsidiary of iMGP.
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Individual Investor
Non-investment professionals who are researching investments for their personal accounts (from small ISA investors through to “high net worth” individuals).
Investment Professional
Investment professionals who provide investment advice to their clients (“advice-givers”).
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Investment professionals who manage money on a discretionary basis on behalf of others (“money managers”) or who perform fund or manager research.
A US-based equity income specialist. The firm had $5.1bn in AUM as of the end of March 2025.
Founded in 1986 and based in Pennsylvania, Berkshire Asset Management is a US equity income specialist that implements a long-term, bottom-up and value-orientated approach.
Fund NameISINShare PriceFund InceptionFund SizeAsset Class
Investment Approach
Berkshire aims to identify enduring dividend growth companies before they are fully recognized by the market using a forward-looking, bottom-up selection process. They seek to identify tomorrow’s dividend growers trading at discounts to intrinsic value by understanding how businesses generate free cash flow.
Investment Strategies
Berkshire Asset Management: Taking a forward-looking approach to dividend investing
Berkshire Asset Management seeks to identify perennial dividend growers before they are fully recognized by the market using a bottom-up selection process that looks ahead, rather than behind.
Berkshire Asset Management, LLC (“BAM”) is a Registered Investment Advisor under the Investment Advisors Act of 1940.
Registration as an Investment Advisor does not imply any level of skill or training. *Berkshire Asset Management, Inc. was formed in 1986 as a SEC registered investment adviser. In 1999 the company was sold to Legg Mason. In 2007, senior leadership repurchased the firm, forming BAM.
In December 2022, iM Global Partner, a leading global asset management network, made a strategic, non-controlling investment in Berkshire. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Access to BAM is only available to clients pursuant to an investment advisory agreement and accepting delivery of BAM’s Form ADV Part 2A, 2B, and 3. You are encouraged to read those documents carefully.
BAM manages portfolios for individuals and institutions. All investing carries risk including risk of principal loss. No statement made herein shall construe investment advice.
All statements made herein are opinions of BAM and subject to change. Berkshire assumes no responsibility towards the accuracy of the data included.
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