YOUR USE OF THIS WEBSITE REQUIRES FULL ACCEPTANCE WITHOUT RESERVATION ON YOUR PART OF THE CONDITIONS OUTLINED BELOW. IF YOU DO NOT ACCEPT THESE CONDITIONS, DO NOT ACCESS THE WEB SITE OR ANY OF ITS PAGES.
Important Information
The content of this website is intended to Professional Investors. If you are a Private Investor, you should ensure to select the correct investor category when you enter this site, as failure to do so may result in you accessing material about investment funds and investment services which may not be suitable for you and/or may not be available for you to invest in.
Limited access
The information provided herein is also intended for Users in territories where it is permissible for Users to access information. This website may indeed contain information about funds established in different jurisdictions and/or investment services offered too. Please consult the specific sections and material to obtain more information. Users are responsible for ascertaining they are legally authorized to consult the information herein and should therefore ensure the investor category chosen to enter this website is correct.
Use of Cookies
Cookies help us collect data about you and how you use our website. For example, we are interested in knowing which internet browser is used, how long you visited the website and which pages you looked at. Information gathered are used to understand how we can improve the design and functionality of our website to better serve you in future. However, if you wish to restrict the cookies set by us or by any third-party sites, you may generally disable cookies in your internet browser. Your browser help function should let you know how to do this. Please keep in mind that restricting cookies may impact your experience and the functionality on this website.
The Interactive Advertising Bureau has produced a guide which explains how cookies work and how they are managed. Please visit www.allaboutcookies.org to read more on this subject.
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.
Disclosure in respect of iM Global Partner Asset Management
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.
Use of links
This website may direct you to automatic links to other websites. Use of these links is made at your own risk. iMGP and the Fund will not have developed, verified the accuracy or scrutinised the data contained in the aforementioned links. iMGP and the Fund may not be held responsible for damage or losses caused by delays, defects or omissions that may exist in the real, indicated or indirect services, information or other content provided on this site. iMGP and the Fund give no guarantee, makes no declaration and will not be held responsible for any content transmitted by electronic means to a third party, including the accuracy, subject, quality or the appropriate character of said content.
Copyrights and Trademarks
The entire content of this website is subject to copyright with all rights reserved to iMGP and the Fund. You may download or print out a hard copy of individual pages and/or sections of the website, provided that you do not remove any copyright or other proprietary notices. Any downloading or otherwise copying from the website will not transfer title to any software or material to you. You may not reproduce (in whole or in part), transmit (by electronic means or otherwise), modify, link into or use for any public or commercial purpose the website without the prior written permission of iMGP.
By clicking on the « Accept » button, you expressly acknowledge that you have read the aforementioned and that you are authorized by the applicable law to access this website.
Where are you located?
Americas
Asia PAC
Europe
Which best describes you?
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”).
Institutional
Investment professionals who manage money on a discretionary basis on behalf of others (“money managers”) or who perform fund or manager research.
Seeking superior long-term growth relative to global equities.
This strategy seeks long-term capital appreciation by investing primarily in U.S. and non-U.S. equity securities. The strategy is built by combining the highest conviction positions of the underlying sub-advisors.
iMGP Global Select Strategy seeks superior long-term growth relative to global equities. Each of the managers separately runs a portion of the strategy’s portfolio, and each represents a different stock-picking approach or market-cap segment. Working independently, each manager runs a focused portfolio typically composed of at least 10, but not more than 25 stocks (resulting in total Fund holdings of 20 to 50 stocks). Because of the mix of managers, we expect, under normal conditions, to be invested in global large-cap stocks. The specific allocation to U.S. and non-U.S. securities will vary based on the mangers’ assessment of domestic and international market conditions. There is no minimum portion of the fund’s assets required to be invested in any single country, but the fund will typically invest more than 25% of its assets in non-U.S. countries. The multi-manager structure results in a broadly diversified portfolio in terms of styles, industries, and stocks.
Why should a client choose Polen Capital?
Founded in 1979, Polen Capital is a global investment manager that provides actively managed growth equity and high-yield credit strategies. Polen delivers distinctive growth and income solutions, building high-conviction, concentrated, competitively advantaged portfolios with the potential to compound and outperform over the long-term. The firm has a distinctive culture and is committed to attracting, developing, and retaining exceptional professionals who are aligned with the firm’s mission of preserving and growing clients’ assets to protect their present and enable their future.
Why active management?
Stephen Atkins CFA, Portfolio Manager, Strategist & Analyst at Polen Capital, explains why his firm believes in active management based on historical evidence over the past 20-30 years.
What do Brian Krawez and Warren Buffet have in common?
Brian Krawez, President of Scharf Investments discusses his lifelong passion for investing, which began at the age of five through a newspaper recycling business that sparked his interest in markets and stock valuation. He explains how this early curiosity evolved into a disciplined investment philosophy that distinguishes Scharf Investments from traditional value investors by focusing on high-quality companies with stable earnings, rather than just low-priced stocks. Brian highlights Scharf’s flexible, research-driven approach to valuation and shares a formative experience with Adobe that shaped his perspective on long-term value. He also elaborates on the firm’s global equity strategy, developed from over 25 years of performance analysis, which led to the successful launch of a dedicated global fund in 2014, recently winning a major Nordic pension mandate. The discussion underscores Scharf’s commitment to delivering consistent risk-adjusted returns across market cycles, making their strategy a compelling choice for institutional investors.
The Team
Stephen Atkins, CFA
Polen Capital Portfolio Manager,
Strategist & Analyst
Damon Ficklin
Polen Capital Head of Team,
Portfolio Manager & Analyst
iMGP Fundsʼ investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be viewed here or by calling 1-800-960-0188. Read it carefully before investing.
Mutual fund investing involves risk. Principal loss is possible.
Though not an international fund, the fund may invest in foreign securities. Investing in foreign securities exposes investors to economic, political, and market risks and fluctuations in foreign currencies. Though not a small-cap fund, the fund may invest in the securities of small companies. Small-company investing subjects investors to additional risks, including security price volatility and less liquidity than investing in larger companies. Multi-investment management styles may lead to higher transaction expenses compared to single investment management styles. Outcomes depend on the skill of the sub-advisors and advisor and the allocation of assets amongst them.
Diversification does not assure a profit nor protect against loss in a declining market.
Small-cap, mid-cap, and large-cap companies have market capitalizations of less than $2b; from $2b to $10b; and greater than $10b, respectively.
References to other mutual funds should not be deemed an offer to sell or solicitation of an offer to buy shares of such funds.
