iM Global Partner launches US value UCITS fund

Management delegated to Scharf Investments

Mike Sheen
clock • 2 min read

iM Global Partner has expanded its Luxembourg-domiciled OYSTER range with the launch of a US value UCITS fund, which sees management duties delegated to US-based fund house Scharf Investments.

The OYSTER US Value fund is a concentrated portfolio that seeks to deliver long-term risk-adjusted returns through a value-focused, fundamental and bottom-up approach. iM Global Partner reveals flagship Oyster Sustainable Europe fund It will build on the investment process of Scharf Investments' flagship strategy, Scharf Core Equity, which has a 40-year track record and $1.2bn of AUM as of August. With a portfolio of 25 to 35 stocks, the investment team looks for quality companies trading at significant discounts to estimated fair value, high earnings predictability and solid growt...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Funds

Trustpilot