International Strategy
Long-term capital appreciation through patient investing.
Multiple Managers
Manager
December 1997
Inception of Strategy
USD
Base Currency
Investment Philosophy
Managed by highly skilled international equity managers with varying investment styles, the strategy also includes selective exposure to emerging markets and smaller companies, though developed markets are expected to remain the primary focus.
Each sub-advisor manages a concentrated portfolio of 8 to 15 of their highest-conviction ideas. Combined, these portfolios create a well-diversified fund by industry, country, and stock count—designed to deliver high active share and compelling long-term performance.
The Team
David Herro
Harris Associates
CIO-International Equities,
Portfolio Manager
Robin Jones
Lazard Asset Management
Managing Director,
Portfolio Manager/Analyst
Jimmie Bork, CFA
Lazard Asset Management
Director, Portfolio Manager/Analyst
Todd Morris
Polen Capital
Portfolio Manager & Analyst
Daniel Fields
Polen Capital
Portfolio Manager & Analyst
Régis Bégué
Zadig Asset Management
Partner & Co-Head of
Memnon European
Vincent Steenman
Zadig Asset Management
Partner & Co-Head of
Memnon European
Disclosure:
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.
The fund will 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. Investments in emerging-market countries involve additional risks such as government dependence on a few industries or resources, government-imposed taxes on foreign investment or limits on the removal of capital from a country, unstable government, and volatile markets. 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.
Any tax or legal information provided is merely a summary of our understanding and interpretation of some of the current income tax regulations and is not exhaustive. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation. Neither the Fund nor any of its representatives may give legal or tax advice.
Diversification does not assure a profit nor protect against loss in a declining market.
Index Definitions | Industry Terms and Definitions
The iMGP Funds are distributed by ALPS Distributors, Inc.