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:

 

 

 

Copyright © 2005 Investment Management Institute, LLC