Walnut Creek, CA, December 16, 2021— iM Global Partner, the worldwide asset management network, today announced PartnerSelect Funds, a group of distinctive mutual funds harnessing the expertise of skilled portfolio managers, is changing its name to iMGP Funds as part of a global rebranding initiative.
This change follows the completion of iM Global Partner Fund Management’s, LLC advisor to PartnerSelect Funds (formerly Litman Gregory PartnerSelect Funds) acquisition of Litman Gregory on June 1, 2021 and will apply to the fund family and individual mutual fund names.
“Having successfully completed the combination and full integration of Litman Gregory with iM Global Partner, this is an exciting time to announce the alignment of our US fund family to the iM Global Partner brand,” says Jeffrey Seeley, iM Global Partner Deputy CEO. “The combined iM Global Partner firm has decades of expertise researching and analyzing subadvisors and mutual funds and this continues to be our foundation for the newly named iMGP Fund Platform.”
The existing PartnerSelect Funds will be renamed to reflect the updated family name “iMGP”; however, each fund’s sub-advisor lineup, ticker symbol, and CUSIP will remain unchanged.
Through this initiative, iM Global Partner Fund Management continues their commitment to manager due diligence, selection, performance, and fund administration. The firm’s objective remains providing solutions and global offerings under a consistent investment philosophy for partners and mutual funds from inception to the present. The new fund names went into effect as of December 16, 2021.
The new iMGP fund names are as follows:
|Old Fund Name||New Fund Name|
|PartnerSelect Alternative Strategies Fund||iMGP Alternative Strategies Fund|
|PartnerSelect Equity Fund||iMGP Equity Fund|
|PartnerSelect High Income Alternatives Fund||iMGP High Income Alternatives Fund|
|PartnerSelect International Fund||iMGP International Fund|
|PartnerSelect Oldfield International Value Fund||iMGP Oldfield International Value Fund|
|PartnerSelect SBH Focused Small Value Fund||iMGP SBH Focused Small Value Fund|
|iM DBi Managed Futures Strategy ETF||iMGP DBi Managed Futures Strategy ETF|
|iM DBi Hedge Strategy ETF||iMGP DBi Hedge Strategy ETF|
|iM Dolan McEniry Corporate Bond Fund||iMGP Dolan McEniry Corporate Bond Fund|
About iM Global Partner
iM Global Partner is a worldwide asset management network. It selects and builds long-term partnerships with talented and independent asset management companies through direct capital ownership. iM Global Partner is present in 16 locations across Europe and the United States and provides its clients with access to the best management strategies of its Partners. It represents over US$38 billion of assets under management as of November 30, 2021.
About iMGP Funds (ex PartnerSelect)
iMGP Funds seeks to bring high-quality portfolio managers from around the globe to financial advisors, consultants, institutional clients, and individual investors in the US. iM Global Partner Fund Management’s role as advisor to the iMGP Funds is to find distinct strategies in asset classes that it believes offer the best opportunity to add value through active management and high active share. The strategies that the fund family brings to the market are not available through any other mutual fund.
Prosek Partners (on behalf of iM Global Partner)