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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 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
Long/Short 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 short candidates on the other
hand, consist of companies that are expensive relative to
their characteristics, who have not been able to achieve a
reliable growth pattern and whose quality of earnings have
diminished. The fund invests only in companies that are
selected from among the top 1000 market capitalization
companies and members of the S&P500 Index.
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