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 Investment Management Institute (IMI) Blue Chip Long Fund is a fundamentally based, quantitatively executed, disciplined investment vehicle that seeks to add value while minimizing turnover. Companies that are selected to be part of the portfolio have typically demonstrated stable performance with attractive valuation and growth characteristics. The fund invests only in companies that are selected from among the top 1000 market capitalization companies and members of the S&P500 Index.

IMI Blue Chip Index Hedged Fund

The Investment Management Institute (IMI) Blue Chip Long/Short Fund is a fundamentally based, quantitatively executed, disciplined investment vehicle that seeks to add value while minimizing turnover. Companies that are selected to be part of the long portfolio have typically demonstrated stable performance with attractive valuation and growth characteristics. The portfolio is hedged through a compensating short position in S&P500. The fund invests only in companies that are selected from among the top 1000 market capitalization companies and from members of the S&P500 Index.