What we do

IAM’S INVESTMENT PHILOSOPHY

IAM’s investment philosophy has remained unchanged over its 30 years history. We’ve based our solutions on four fundamental principles:

Focus on client & investor objectives

All our solutions are undertaken with our investors’ and clients’ goals in mind. Our tailor made portfolios (either through an advisory or discretionary agreement), fund of funds, and Alternative UCITS platform all share the aim of preserving our clients’ capital, and using the best tools to do so.

Our investment solutions are alternative and absolute returned focused.

Absolute commitment to identify the best managers & strategies

We use proprietary research to identify promising investment managers. Typically with an absolute return target and non-benchmarked focussed

IAM’s qualitative and quantitative processes ensure invested managers are closely tracked at each stage, allowing IAM to risk manage the positions.

A disciplined investment process with a focus on risk control

IAM has a dedicated operational due diligence team with veto power over investment decisions.

On top of this, IAM operates an active and pragmatic approach to risk control, employing proprietary quantitative systems that ensure IAM remains vigilant in meeting our goals

Liquidity and transparency of the investments  

IAM has a bias for liquid strategies and demands full transparency of their investments

Segregated Accounts - Our speciality

Customisation

Ownership

Transparency

Commingled Fund

IAM Global Long/Short Equity Strategy Fund Ltd*

Investment objective
Invests in a diversified portfolio of hedge funds, in principally Long/Short Equity strategies, with the aim of achieving consistent absolute returns with low volatility relative to traditional equity markets.
Legal structure
Open-ended investment company, registered in the British Virgin Islands and listed on the Irish Stock Exchange. Available in USD, EUR and GBP.
Date of inception
June 1995.
Fee structure
1.5% management fee, 10% performance fee above a hurdle rate of 5% pa.
Dealing
Monthly subscriptions and redemptions.
Minimum investment
Initial: US$100,000, subsequent: US$50,000.

*Residents or citizens of the United States of America are specifically prohibited from investing in this fund.

Please note: These guidelines are mentioned for information only and are subject to change.