iM Global Partner

A Worldwide Network of Dynamic Investment Boutique Partners

Since 2013, our mission has been radically simple: to find the best investment talent in the world. Based on our core belief that Performance is born out of People, our highly experienced research team uses their in-depth process to scour the world for dynamic, ambitious and entrepreneurial asset managers with outstanding investment talent. Through this process we uncover small to mid-sized, independently owned boutiques run by skilled individuals with a long-term track record and a mindset that fits with our own. iM Global Partner takes a minority, non-controlling stake in their business and we build a long-term partnership with them based on mutual respect and fully aligned interests. We are proud to call these business our Partners and they are the essence of what iM Global Partner stands for.

Partners with iM Global Partner:

• Polen Capital – US & Global growth equities, Partner since 2015
• Dolan McEniry – US credit, Partner since 2016 Sirios – US long/short equities, US credit, Partner since 2018
• Dynamic Beta investments – Liquid alternatives, Partner since 2018 Scharf Investments – US value equities, Partner since 2019
• Zadig Asset Management – European equities, Partner since 2020 Richard Bernstein Advisors – Global asset allocation, Partner since July, 2021
• Asset Preservation Advisors – US municipal bonds, Partner since September 2021
• Berkshire Asset Management – US Dividend focused equities, Partner since December 2022
  
  

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