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Independent Franchise Partners Us Equity Fund (IFPUX)
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00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 1.31B
Independent Franchise Partners US Equity
19.26
+0.02
+0.10%
- Overview
- Profile
- Historical Data
- Holdings
IFPUX Overview
On this page you'll find an in-depth profile of Independent Franchise Partners Us Equity Fund. Learn about the key management, total assets, investment strategy and contact information of IFPUX among other information.
Investment Strategy
The investment seeks to achieve an attractive long-term rate of return. The fund normally invests at least 80% of its assets (net assets plus borrowings for investment purposes) in equity securities of companies deriving a significant portion of their revenue from the U.S.; or with a primary listing on a U.S. stock exchange; or that have their principal place of business or operations in the U.S. It may invest up to 20% of the value of its net assets in non-U.S. equity securities, including equity securities in emerging markets. The fund is non-diversified.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Terence Fisher | Equity research | 2021 | Now |
| Biography | Terence joined Independent Franchise Partners, LLP in October 2015. Terence was previously a Senior Associate in the top ranked Accounting and Valuation equity research team at Citigroup. In that role he was responsible for monitoring and analysing the impact of accounting standards on company reporting and valuation. At a company specific level, Terence undertook reviews of company accounting, highlighting concerns to investors on aggressive accounting policies. Before joining Citigroup, Terence was a Manager in Audit and Assurance at Deloitte, focusing on the Technology, Media and Telecommunications sector. Terence received a B.Sc. in Accounting and Finance from the London School of Economics and Political Science, is a Chartered Accountant and member of the Institute of Chartered Accountants in England and Wales (ICAEW). He is a CFA® Charterholder. | ||
| Richard Crosthwaite | Partner & Investor | 2014 | Now |
| Biography | Richard joined Independent Franchise Partners, LLP in January 2014. Prior to joining the Firm, Richard was a Fund Manager at Legal & General Investment Management. In this role he continued his previous analyst responsibility for the TMT sector. Previously, Richard was a Senior Equity Research Associate at Sanford C Bernstein Ltd, working with the firm’s Telecoms and European Media teams, following earlier experience working in corporate finance. Richard received an M.A. in Classics from the University of Cambridge. | ||
| Karim Ladha | Partner & Investor | 2011 | Now |
| Biography | Karim joined Independent Franchise Partners, LLP in May 2011. Prior to joining the Firm, Karim worked at Neptune Investment Management in London, where he conducted in-depth sector research on global financial companies, provided macro-economic input for sector allocations and provided research to identify valuation anomalies in European companies. Previously, Karim performed both equity and fixed income research at Morgan Stanley Investment Management (including working with the Franchise team) and had project and research roles at a global consulting firm and a mid-tier investment bank. Karim received a B.A. (Hons) in Philosophy, Politics and Economics at St John’s College, University of Oxford and an MBA from the University of Chicago, and is a CFA® Charterholder. | ||
| Michael Allison | Partner & Co-Lead Investor | 2011 | Now |
| Biography | Prior to founding the Firm in June 2009, Michael was Executive Director and a portfolio manager/ research analyst for Global and American Franchise portfolios at Morgan Stanley Investment Management. Michael joined Morgan Stanley in 2000 and served as a portfolio manager for global and European equity portfolios before joining the Franchise team in February 2005. Previously, Michael worked at NatWest Markets and Unilever. He received a BComm. and a post-graduate diploma in Management, both from the University of Natal. He is a CFA® Charterholder and a Certified Global Management Accountant. | ||
| Jayson Vowles | Associate | 2011 | Now |
| Biography | Prior to founding the Firm in June 2009, Jayson was Vice President and a portfolio manager/ research analyst for Global and American Franchise portfolios at Morgan Stanley Investment Management, which he joined in August 2003. Previously, Jayson worked at Goldman Sachs and Deloitte & Touche. Jayson received a BComm. and a post-graduate diploma in Accounting from the University of Natal. He is a CFA® Charterholder, a Qualified Chartered Accountant and a member of the South African Institute of Chartered Accountants (SAICA). | ||
| Hassan Elmasry | Lead Portfolio Manager | 2011 | 2023 |
| Biography | Hassan is non-executive chair at Independent Franchise Partners, LLP. He has 39 years of investment experience and was previously the Firm’s managing partner and lead investor. Prior to founding the Firm in June 2009, Hassan was a Managing Director and Lead Portfolio Manager at Morgan Stanley Investment Management. Hassan joined Morgan Stanley in 1995 and was responsible for European equity portfolios until assuming responsibility for Global Franchise in April 2002. Hassan stepped away from the Franchise Partners investment team in June 2022, and retired from his day-to-day duties at the Firm | ||
| Paras C. Dodhia | Partner | 2011 | 2015 |
| Biography | Paras is a partner and portfolio manager at Independent Franchise Partners, LLP. Paras' investment experience began in 2000. Prior to founding the Firm in June 2009, Paras was Executive Director and a portfolio manager/ research analyst for Global and American Franchise portfolios at Morgan Stanley Investment Management, which he joined in July 2002. Previously, Paras was an equity analyst at JPMorgan Chase and a strategy consultant for Oliver Wyman & Co. Paras received a B.Sc. in Management from the London School of Economics and an M. Phil. in Finance from the University of Cambridge. He is a CFA® Charterholder. | ||
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