IFM Technical Fund
seeks to provide investors with capital growth in the first instance and also some income from dividends received on investments. The portfolio aims to be fully invested in the equity markets at all times. From time- to- time cash positions are held in anticipation of the identification of appropriate investment opportunities.
Investment Focus
Emerging Markets
Consumer Discretionary
Luxury Brands
Commodities
Overview
Chris Meyer (CA)
Strategy
The fund is appropriate for all investors in a position to withstand short-term negative returns. Equity investments require longer-term investment periods to provide the expected returns. Short-term declines in the value of the portfolio could be larger than some investors are comfortable with. Investors with a short term requirement for the funds invested should not consider the portfolio as a suitable investment.
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IFM Technical Fund
Strategy Characteristics
Actively managed, high conviction portfolio
China, Japan, South Korea, with companies that benefit from these regions
Value investing principles, bottom up analysis.
Exposure to high margin businesses.
Fund Managers
Chris Meyer
CA (SA)
Chris Meyer co-manages the Heiden Grimaud Lotus Fund and is a founding member of the Heiden Grimaud Group. Chris established the Indequity Group and was instrumental in taking the Indequity Group’s asset management division private through a management buy-out in 2010. The name of the asset management arm was then changed to Heiden Grimaud when it became a multi-national company offering a diverse range of products headquartered in Brussels.
Chris is a qualified Chartered Accountant with over 30 years of experience in the financial services industry, including venture capital, corporate re-structuring, financial structures, initial public offerings and private equity. With his many years of practical experience and diverse expertise, Chris can provide unique perspectives when analysing publicly listed companies, their management teams, capital structures and incentive models. It is these insights that gives the Heiden Grimaud Lotus Fund a distinct advantage when seeking out new investment opportunities.
