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Products
Our products are
engineered to address the risk, return and cost efficiency
aspects of successful investing.
We have one investment style and one focus.
IMI currently manages two active portfolios:
IMI Blue
Chip Fund
The fund invests
in 80 blue chip companies, all of which are members of the
S&P500 index. Investment
decisions for the portfolio are based on IMIÈs Low-Turnover-Selection-Model
(LTSM). Companies
that are selected to be part of the portfolio have typically
demonstrated stable performance with attractive valuation
and growth characteristics.
The fund strives to minimize portfolio turnover, while
seeking long term capital appreciation.
IMI Blue Chip
Long/Short Fund
The fund consists
of two portfolios that are managed in tandem.
The long portfolio invests in eighty S&P500 member
companies with characteristics deemed attractive by IMI research.
The stock selection process for the long portfolio
is driven by the LTSM model.
The short portfolio, on the other hand, sells short
S&P500 companies that are expected to underperform their
long counterparts. The
short portfolio relies on the Low-Turnover-Short-Selection-Model
(LTSSM), a variation on the LTSM model. The fund strives to
minimize portfolio turnover, while seeking long term capital
appreciation.
Fund Performance:
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