What we do

Our Investment Philosophy

Manager Driven Focus

IAM’s investment focus is manager driven with a research and analysis process that seeks out the best of breed managers globally. In general, we favour managers who are mid-sized and who operate within liquid markets.

Transparency

IAM is committed to understanding the risks being undertaken by the manager and will only invest in managers that agree to consistently meet and explain their portfolio.

Preservation of Capital   IAM’s active and pragmatic approach to risk control and the development of proprietary quantitative systems ensures that IAM remains vigilant in preserving capital.

Diversification   In order to ensure portfolios achieve low downside correlation to the markets, IAM dedicates detailed processes to ensure an appropriate level of diversification between strategies, manager styles and underlying market exposures without over-diversifying. Currently our portfolios have an average of 15 managers.

Disciplined Framework   IAM’s qualitative and quantitative processes ensure invested managers are closely tracked at each stage, with signals alerting IAM to any issues that arise or time lines that are breached.

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.